Commercial Lines Account Manager

DescriptionThe Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Insurance Account Manager who can perform exceptional Account Management for our Commercial Lines Team.This is a full-time, hybrid-friendly position for an Agency with less than 100 employees. and Compensation: Commercial Lines Insurance Account ManagerFull Time - M-F 8:00am- 5:00pmHourly $37.50 - $40.87 per hr + Quarterly BonusEmployer paid Medical and Dental, LTD, Group Life, EAPOptional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance401(k) Employer contribution 3-6%Annual Employee Profit Sharing BonusAccountability: Commercial Lines Insurance Account ManagerMaintain 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 ManagerExperience in Applied Systems EPIC requiredProperty & Casualty Arizona resident insurance license requiredMinimum of 5 years Property & Casualty Commercial insurance experience requiredFamiliarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess/UmbrellaProfessionalism in appearance, communication and treatment of othersCISR or CIC designation (desired)Responsibilities: Commercial Lines Insurance Account ManagerHandle day-to-day service requirements of assigned clients within designated authorityInitiate and conduct renewal meetings with assigned Producer(s)Review and negotiate renewal quote terms, Prepare renewal submissions.Prepare proposalsOrder and check binders; process in EPIC as neededReview Loss RunsAccount round existing clientsReview audits; handle problem audits with clients and/or carriersPerform online rating for renewals and endorsements to existing policiesManage endorsement issues with carrier and/or client as requiredReview endorsements prior to transmittal to client as neededInvoice agency bill policies, endorsements and auditsTechnical check of policiesSend out/deliver policiesReview Summaries of Insurance (if applicable)Update applications and schedules for policy renewalsEnter Activity records for all actions and/or communication performed on Client FilesReview Certificates of Insurance/Evidences as neededReview Customer StatementsAccompany Producer to client meetings, as requiredSupport Account Executive/Producer, including assisting with New Business as neededAssist producer in creating Customer Narratives/Profiles on larger accountsAssist producer in developing a Service Time Line for Top 20% of accountsAssist department members during absencesBe prepared to discuss lost business in monthly CL Service Staff Meeting and take ownership of team retention numbersBecome familiar and utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as neededAssist in training and coaching other staff when needed/requestedPerform other essential duties as assigned

Created: 2025-05-31