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Commercial Lines Account Manager

Arizona Federal Insurance Solutions, LLC
Mesa, AZ Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/8/2025

Job Description

Job Description

Description :

The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Insurance Account Manager 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 :

Benefits and Compensation : Commercial Lines Insurance Account Manager

  • Full Time - M-F 8 : 00am- 5 : 00pm
  • Hourly $33.65 - $48.08 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

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

  • Experience in Applied Systems EPIC required
  • 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)
  • 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
  • Salary : $34 - $48

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