Commercial Lines Account Manager or Account Executive

Description :

The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Insurance Account Manager or Account Executive who resides in the Phoenix Metro Area who can perform exceptional Account Management for our Commercial Lines Team.

This is a full-time, on-site position for an Agency with less than 100 employees. https : / / www.arizonagroup.com

Requirements :

Accountability : Commercial Lines Insurance Account Manager

Maintain and retain Client Relationships in accordance with Agency Standards. Process designated Commercial Lines responsibilities in accordance with Agency standards using Applied Systems EPIC.

Skills / Requirements : Commercial Lines Insurance Account Manager

• Property & Casualty Arizona resident insurance license required
• Minimum of 5 years Property & Casualty Commercial insurance experience required
• Familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess / Umbrella
• Professionalism in appearance, communication and treatment of others
• CISR or CIC designation (desired)
• Experience in Applied Systems EPIC required

Responsibilities : Commercial Lines Insurance Account Manager

• Handle day-to-day service requirements of assigned clients within designated authority
• Initiate and conduct renewal meetings with assigned Producer(s)
• Review and negotiate renewal quote terms, Prepare renewal submissions.
• Prepare proposals
• Order and check binders; process in EPIC as needed
• Review Loss Runs
• Account round existing clients
• Review audits; handle problem audits with clients and / or carriers
• Perform online rating for renewals and endorsements to existing policies
• Manage endorsement issues with carrier and / or client as required
• Review endorsements prior to transmittal to client as needed
• Invoice agency bill policies, endorsements and audits
• Technical check of policies
• Send out / deliver policies
• Review Summaries of Insurance (if applicable)
• Update applications and schedules for policy renewals
• Enter Activity records for all actions and / or communication performed on Client Files
• Review Certificates of Insurance / Evidences as needed
• Review Customer Statements
• Accompany Producer to client meetings, as required
• Support Account Executive / Producer, including assisting with New Business as needed
• Assist producer in creating Customer Narratives / Profiles on larger accounts
• Assist producer in developing a Service Time Line for Top 20% of accounts
• Assist department members during absences
• Be prepared to discuss lost business in monthly CL Service Staff Meeting and take ownership of team retention numbers
• Become familiar and utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as needed
• Assist in training and coaching other staff when needed / requested
• Perform other essential duties as assigned

Benefits and Compensation for Commercial Lines Insurance Account Manager

• Full Time - M-F 8 : 00am- 5 : 00pm
• Hourly $33.65 - $57.69 per hr + Quarterly Bonus
• 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 : 70000-120000 Yearly Salary

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