Commercial Lines Account Manager
Indexed description
Description
The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Account Manager who resides in the Phoenix Metro Area and can perform exceptional Account Management for our Commercial Insurance team.
This is a full-time, hybrid-friendly position for an agency with less than 100 employees. https://www.arizonagroup.com.
Benefits and Compensation: Commercial Lines Account Manager
Full Time - M-F 8:00am- 5:00pm
- Hourly $38.46 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 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
Requirements
Skills/Requirements: Commercial Lines Account Manager
- Property & Casualty Arizona resident insurance license required
- Minimum of 5 years Property & Casualty Commercial insurance experience required
- Experience working in Applied Systems EPIC is preferred
- 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 Account Manager
- Handle day-to-day service requirements of assigned clients within designated authority
- Initiate and conduct renewal meetings with assigned Producers
- 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
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