Commercial Account Manager

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Offer clients specialized knowledge in Commercial Lines insurance for our medical device program.

• Cultivate and enhance relationships with both existing and new customers through suitable proposals, ethical sales practices, and effective internal communication to maximize service quality, business expansion, and client satisfaction.

• Support and oversee the Commercial Lines Department, including staff and production responsibilities.

• Provide service for Commercial Lines Insurance.

• Identify and communicate clients' needs related to Commercial Insurance.

• Manage requests and requirements from Carriers on behalf of clients.

• Input client and prospect information into the Agency Management System (EPIC).

• Gather and prepare summaries of clients’ historical Loss Data.

• Assist Client Executives (also known as Producers) in marketing to Carriers for suitable coverage as necessary.

• Utilize online carrier tools to create quotations.

• Compile pre-renewal information for client review and approval.

• Revise client proposals as needed.

• Process finalized applications, including follow-up for required documents.

• Request policy modifications as directed by clients, Account Executives, or Producers.

• Verify Policies, Endorsements, and Policy Audits for precision.

• Handle billing for policy transactions.

• Ensure transactions are followed through to guarantee proper issuance of policies.

⛳️ Requirements

• High School diploma or general education degree (GED) is required; college education is preferred.

• Must possess a P&C License or be in the process of obtaining one.

• A minimum of 3 years of prior experience in a P&C insurance office is desired.

• Excellent written and verbal communication abilities.

• Capable of successfully engaging with diverse individuals and thriving in a team setting.

• Customer-centric approach to establish and nurture effective relationships.

• Intermediate proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook.

• Ability to read, analyze, and reconcile financial reports.

• Strong analytical and problem-solving skills.

🏝️ Benefits

• Paid Time Off (PTO) and paid holidays.

• 401(k) plan with matching contributions.

• Exclusive discount programs.

• Health and wellness initiatives.