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Commercial Insurance Account Manager

Commercial Insurance Account Manager

Crest Insurance GroupTempe, AZ, USA
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Commercial Insurance Account Manager

Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Tempe office. This role offers the opportunity to build on a rewarding career in a collaborative, client-focused environment while servicing a diverse portfolio of commercial accounts.

As a brokerage ranked in the top 100 firms nationally, we offer the resources of a major firm with the culture of a local agency. You will work alongside experienced professionals in our state-of-the-art Tempe facility, where collaboration and mentorship drive both individual and team success.

What You'll Do

  • Partner with Producers to service and retain commercial accounts
  • Build trusted relationships with clients through proactive communicate and exceptional service
  • Review and recommend appropriate coverages; identify opportunities to expand account protection
  • Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness
  • Support Producers with proposals, summaries of insurance, and marketing / quotation process
  • Educate clients on coverages, exclusions, and policy requirements
  • Coordinate with carriers and wholesalers to secure optimal coverage terms
  • Maintain accurate documentation in agency management system
  • Handle invoicing and accounting procedures promptly and accurately

What You'll Bring

Required

  • Active Property & Casualty Insurance license
  • 3-5+ years of commercial lines experience in an independent agency setting
  • Proficiency in Microsoft Office Suite
  • Excellent organizational skills with ability to manage multiple priorities
  • Strong written and verbal communication skills
  • Commitment to an in-office collaboration with some remote flexibility
  • Preferred

  • Experience with Applied EPIC and CSR24
  • Experience servicing $50K+ premium accounts
  • Benefits

    At Crest, we pride ourselves on providing a highly competitive and comprehensive benefits package including Medical, Dental, Vision, Telehealth, 401K match, several ancillary products and a generous PTO and sick time bank. This is an amazing piece of your total compensation package.

    Crest Insurance is an equal opportunity employer.

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    Commercial Insurance Account Manager • Tempe, AZ, USA

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