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

    Arizona Federal Insurance Solutions, LLC
    Arizona Federal Insurance Solutions, LLC Mesa, AZ, United States

    3 weeks ago

    Default job background
    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
    PI2b52d08e5bb
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