Now Hiring - The Arizona Group Insurance Brokers - Commercial Lines Insurance Account Manager in Mesa, AZ

Full description of the position

The Arizona Group is seeking a career-minded professional to join our Commercial Lines Department as an Account Manager

The Arizona Group offers a professional setting with Team values, Our Agency is a premier All Lines Insurance Brokerage where our client relationships set us apart.

Accountability:

Maintain 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:

· Property & Casualty Arizona resident insurance license required

· Minimum of 5 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)

· Experience in Applied Systems EPIC required for remote work.

Responsibilities:

• Handle day-to-day service requirements of assigned clients within designated authority

• Initiate and conduct renewal meetings with assigned Producer(s)

• 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 by CSA/TA (if applicable)

• Update TAM applications and schedules for policy renewals and/or supervise CSA/TA updating

• 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 AE/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 Zywave, DocuSign, and Reference Connect as needed

• Assist in training and coaching other staff when needed/requested.

• Perform other essential duties as assigned

Candidates will be evaluated for:

• Undergo a Candidate Personality Profile assessment
• Background Check

Job Status:

Full Time, M-F: 8 am- 5 pm

Pay Comments:

Competitive Salary (DOE), Health Benefits, and 401k, and Bonus

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• Hybrid remote

Experience:

• P&C: 5 years (Required)

License/Certification:

• AZ P&C License (Required)
• EPIC Experience (Required)

Work Location: Hybrid remote in Mesa, AZ 85204