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Commercial Lines Insurance Account Manager

hace 1 mes

Río Cañas Barrio, Puerto Rico The Arizona Group Insurance Brokers A tiempo completo
Job Title: Commercial Lines Account Manager

The Arizona Group Insurance Brokers is seeking a highly skilled and experienced Commercial Lines Account Manager to join our team. As a key member of our Commercial Lines Team, you will be responsible for maintaining and retaining client relationships, processing designated Commercial Lines responsibilities, and utilizing technical tools to deliver exceptional service.

Key Responsibilities:
  • Maintain and retain client relationships in accordance with agency standards.
  • Process designated Commercial Lines responsibilities in accordance with agency standards using Applied Systems EPIC.
  • Handle day-to-day service requirements of assigned clients within designated authority.
  • Initiate and conduct renewal meetings with assigned producers.
  • Review and negotiate renewal quote terms, prepare renewal submissions, and order and check binders.
  • Review loss runs, account round existing clients, and review audits.
  • 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, and review summaries of insurance.
  • Update applications and schedules for policy renewals, enter activity records, and review certificates of insurance/evidences.
  • Support account executive/producer, including assisting with new business as needed.
  • Assist producer in creating customer narratives/profiles on larger accounts and assist in developing a service time line for top 20% of accounts.
  • Assist department members during absences, become familiar with technical tools, and perform other essential duties as assigned.
Requirements:
  • Experience in Applied Systems EPIC required.
  • 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).
Benefits:
  • Hourly $33.65 - $48.08 per hour + 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.