Personal Lines Account Manager

Job Description

Job Description

Description :

The Arizona Group Insurance Brokers is an Arizona-based Independent Insurance Agency that is seeking a career-minded and experienced Personal Lines Insurance Account Manager who resides in the Phoenix Metro Area.

We are looking for a candidate who can perform exceptional Account Management for our Personal Lines Team.

This is a full-time, on-site position for an Agency with less than 100 employees.

https : / / www.arizonagroup.com

Requirements : Accountability :

Accountability :

Maintain and retain assigned Personal Lines book of business in accordance with Agency Standards. Support Personal Lines team through designated tasks in accordance with Agency Standards using Applied Epic.

Skills / Requirements :

• High School Diploma or GED equivalent
• Property & Casualty Arizona resident insurance license required; Life & Health license preferred
• Minimum of 2 years of insurance industry experience; Personal Lines specific experience preferred
• Familiarity with and understanding of Property & Casualty Insurance coverage lines including, but not limited to, Personal Auto, Home, Umbrella, Motorcycle, Inland Marine and Dwelling Fire
• Demonstrates desire for continuing education
• Knowledge of computer operations including Microsoft Outlook, Word and Excel
• Knowledge of Applied Epic agency management system preferred
• Ability to read, write, speak and use proper grammar in English
• Ability to communicate verbally, both in person and on the telephone
• Ability to read and comprehend written instruction, correspondence, memos, and technical procedures
• Ability to write comprehensive business correspondence
• Strong ability to multi-task, organize and prioritize workflow
• Ability to process a high volume of work under tight production turnaround times
• Ability to work independently and as a team member
• Ability to adopt TAG Culture
• Professionalism in appearance, communication and treatment of others

Responsibilities :

• Primary point of contact for assigned book of business policy servicing duties
• Acts as backup to other Personal Lines team members, as needed
• Provides prompt, courteous service to all clients to fulfill their needs. This includes but is not limited to coverage questions, billing issues, premium increases and discussions, policy changes, proof of insurance, etc.
• Counsel existing clients on coverage needs and identify opportunities for Account Rounds and Upsells as part of Department Standards
• Achieves retention goals as part of Agency Standards by using consultative approach during all client touches and offering alternate coverages and services
• Remarket policies where appropriate to meet retention goals
• Maintains daily follow up activities in accordance with procedural guidelines
• Creates detailed and accurate documentation in Applied Epic management system regarding all interactions with clients, prospects, carrier representatives, etc.
• When necessary, completes applications for insurance and has insured sign them. Obtains all necessary file documentation.

Submits for issue to eligible and appropriate carriers, staying within agency binding guidelines

• Actively advises and refers clients to other departments within agency to further engage client with all aspects of risk portfolio
• Pro-actively reviews coverage portfolio at renewal and provides recommendations to enhance client risk management
• Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client
• Counsels clients on loss related questions and refers to agency claims team or carrier when appropriate
• Processes / distributes incoming mail requests and responds promptly and appropriately
• Performs other miscellaneous duties as assigned by agency management

Benefits and Compensation :

• Full Time - Monday - Friday, 8 : 00am - 5 : 00pm
• Hourly $26.44 - $31.25 per hour plus Monthly and Quarterly bonus potential
• Employer paid Medical and Dental, LTD, Group Life, EAP
• Optional benefits - Vision, Disability, Group Life, AFLAC, Pet Care Insurance
• 401(k) Employer contribution 3-6%
• Annual Employee Profit Sharing Bonus

Compensation details : 26.44-31.25 Hourly Wage

PIe2c5ba00b1f5-25405-34755628