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    Full Time Account Executive Position - Mesa, AZ, United States - Arizona Federal Insurance Solutions, LLC

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    Full time
    Description

    The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Insurance Account Manager who resides in the Phoenix Metro Area who can perform exceptional Account Management for our Commercial Lines Team.

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


    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

    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 (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
    Benefits and Compensation for Commercial Lines Insurance Account Manager
    ~ Full Time - M-F 8:00am- 5:00pm
    ~ Hourly $ $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


    Compensation details:
    Yearly Salary
    PI46ee08534c


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