Commercial Lines Insurance Account Manager

Accountability: Commercial Lines Insurance 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.

Skills/Requirements: Commercial Lines Insurance Account Manager

• 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: Commercial Lines Insurance Account Manager

• 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

Benefits and Compensation for Commercial Lines Insurance Account Manager

• Full Time - M-F 8:00am- 5:00pm
• Hourly $31.25- $38.50 /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

PI200655446