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Hybrid Commercial Lines Account Manager (Small Business) na Arizona Federal Insurance Solutions, LLC

Arizona Federal Insurance Solutions, LLC · Mesa, Estados Unidos Da América · Hybrid

US$ 75.004,00  -  US$ 79.996,00

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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 Small Business 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 $36.06 - $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

  • Experience in Applied Systems EPIC required
  • Property & Casualty Arizona resident insurance license required
  • Minimum of 3 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 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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