Job Description

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 Small Business Team.

This is a full-time, hybrid-friendly position for an Agency with less than 100 employees.

m
Benefits and Compensatio n: Commercial Lines Account Manag

• erFull Time - M-F 8:00am- 5:00
• pmHourly $33.65 - $40.87 per hr + Quarterly Bon
• usEmployer paid Medical and Dental, LTD, Group Life, E
• APOptional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insuran
• ce401(k) Employer contribution 3-
• 6%Annual Employee Profit Sharing Bon

us
Accountabili ty: Commercial Lines Account Mana

gerMaintain and retain client relationships in accordance with agency standards. Process designated Commercial Lines responsibilities in accordance with agency standards using Applied Systems EP

IC.
Skills/Requireme nts: Commercial Lines Account Man

• agerExperience in Applied Systems EPIC requ
• iredProperty & Casualty Arizona resident insurance license requ
• iredMinimum of 3 years Property & Casualty Commercial insurance experience requ
• iredFamiliarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess/Umbr
• ellaProfessionalism in appearance, communication and treatment of ot
• hersCISR or CIC designation (desi

red)
Responsibili ties: Commercial Lines Account Ma

• nagerHandle day-to-day service requirements of assigned clients within designated auth
• orityInitiate and conduct renewal meetings with assigned Produc
• er(s)Review and negotiate renewal quote terms, Prepare renewal submiss
• ions.Prepare prop
• osalsOrder and check binders; process in EPIC as n
• eededReview Loss
• RunsAccount round existing cl
• ientsReview audits; handle problem audits with clients and/or car
• riersPerform online rating for renewals and endorsements to existing pol
• iciesManage endorsement issues with carrier and/or client as req
• uiredReview endorsements prior to transmittal to client as n
• eededInvoice agency bill policies, endorsements and a
• uditsTechnical check of pol
• iciesSend out/deliver pol
• iciesReview Summaries of Insurance (if applic
• able)Update applications and schedules for policy ren
• ewalsEnter Activity records for all actions and/or communication performed on Client
• FilesReview Certificates of Insurance/Evidences as n
• eededReview Customer State
• mentsAccompany Producer to client meetings, as req
• uiredSupport Account Executive/Producer, including assisting with New Business as n
• eededAssist producer in creating Customer Narratives/Profiles on larger acc
• ountsAssist producer in developing a Service Time Line for Top 20% of acc
• ountsAssist department members during abs
• encesBe prepared to discuss lost business in monthly CL Service Staff Meeting and take ownership of team retention nu
• mbersBecome familiar and utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as n
• eededAssist in training and coaching other staff when needed/requ
• estedPerform other essential duties as ass

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