Commercial Insurance Account Manager
Indexed description
UPSIDE Insurance Services is an independent insurance brokerage with over 20 years of industry expertise. Led by Drew and Kyndle Cottrell, the company focuses on delivering exceptional commercial and personal insurance solutions designed to protect businesses and what matters most to their owners. Known for its commitment to client relationships and market expertise, UPSIDE Insurance Services is redefining how insurance is experienced. Based in Phoenix, AZ, the company is driven by a mission to “Insure Your Universe” with innovative and client-centered solutions.
This is a full-time, on-site role for a Commercial Insurance Account Manager located in Phoenix, AZ. The Account Manager will handle client accounts by managing their insurance policies, addressing inquiries, and ensuring client satisfaction. Additional responsibilities include maintaining strong customer relationships, facilitating communication between clients and insurance providers, and identifying sales opportunities. This role plays a crucial part in offering expert guidance and tailored solutions to meet the insurance needs of business owners.
- Proven experience in Account Management and Insurance operations
- Strong Customer Service and Communication skills to effectively engage with clients and providers
- Knowledge of insurance products and Sales acumen to identify and pursue opportunities
- Ability to multitask, prioritize, and manage time effectively
- Proficiency in insurance software and systems is a plus
- Bachelor’s degree or relevant certification in insurance, finance, or a related field is preferred
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