Commerical Lines Account Manager
Arizona Federal Insurance Solutions, LLC
- Mesa, AZ
- $75,000-85,000 per year
- Permanent
- Full-time
- 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
- 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 (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
- Full Time - M-F 8:00am- 5:00pm
- Hourly $36.06 - $40.87 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