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
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Hourly $38.46 per hr + Quarterly Bonus
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Employer paid Medical and Dental, LTD, Group Life, EAP
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Optional benefits - Vision, Disability, Group Life, AFLAC.
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Pet Care Insurance
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401(k) Employer contribution 3-6%
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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
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Property & Casualty Arizona resident insurance license required
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Minimum of 5 years Property & Casualty Commercial insurance experience required
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Experience working in Applied Systems EPIC is preferred
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Familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess/Umbrella
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Professionalism in appearance, communication and treatment of others
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CISR or CIC designation (desired)
Responsibilities: Commercial Lines Account Manager
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Handle day-to-day service requirements of assigned clients within designated authority
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Initiate and conduct renewal meetings with assigned Producers
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Review and negotiate renewal quote terms, Prepare renewal submissions
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Prepare proposals
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Order and check binders; process in EPIC as needed
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Review Loss Runs
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Account round existing clients
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Review audits; handle problem audits with clients and/or carriers
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Perform online rating for renewals and endorsements to existing policies
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Manage endorsement issues with carrier and/or client as required
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Review endorsements prior to transmittal to client as needed
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Invoice agency bill policies, endorsements and audits
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Technical check of policies
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Send out/deliver policies
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Review Summaries of Insurance (if applicable)
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Update applications and schedules for policy renewals
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Enter Activity records for all actions and/or communication performed on Client Files
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Review Certificates of Insurance/Evidences as needed
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Review Customer Statements
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Accompany Producer to client meetings, as required
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Support Account Executive/Producer, including assisting with New Business as needed
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Assist producer in creating Customer Narratives/Profiles on larger accounts
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Assist producer in developing a Service Time Line for Top 20% of accounts
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Assist department members during absences
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Be prepared to discuss lost business in monthly CL Service Staff Meeting and take ownership of team retention numbers
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Become familiar and utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as needed
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Assist in training and coaching other staff when needed/requested
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Perform other essential duties as assigned
