JOB TITLE: COMMERCIAL LINES ACCOUNT MANAGER

REPORTS TO: AGENCY PRINCIPAL            

FLSA STATUS: EXEMPT

SUPERVISES OTHERS: Potentially

LOCATION: Mesa, AZ

Submit Applicants to: patriceadmin@patriceandassociates.com  

OBJECTIVE / FUNCTION

Customer Service Professional managing and working with client’s insurance policies and programs using senior level expertise in the area of coverage of insurances for all commercial lines of business.  This position will be liaison with the production staff in their servicing of commercial clients and prospects. It also may maintain a set of specialty clients due to the nature of their specific industry.  

EDUCATION AND EXPERIENCE:

• Property & Casualty License
• 10 plus years of industry experience
• Contractor and Work Comp Client experience
• High School graduate or equivalent preferred
• Competent in use of Word, Excel, and Outlook

* MUST HAVE EXPERIENCE working with Contractors and Work Comp clients

DUTIES AND RESPONSIBILITIES

• Prepare new business and account renewal proposals.
• Offers counsel to specialty clients.
• Enter and maintain account data within agency management system.
• Support Producer in day-to-day servicing client accounts, including direct contact with clients and insurance underwriters.
• Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations.
• Develop and maintain strong technical knowledge of commercial lines coverage & rating.
• Use independent discretion and judgement in the matters of advising coverage and claim status and other insurance matters.
• Other duties as requested.

PHYSICAL REQUIREMENTS

Must be able to stand, sit and stoop for extended periods of time.   Must be able to lift or reach arms over head or below waist.  Must be able to lift, hold or carry items weighing up to 50 pounds unassisted.  Must be able to see, hear and speak with or without accommodation. 

ENVIRONMENTAL REQUIREMENTS

Must be able to work in well-lighted or dim-lighted office environment.  Temperature-controlled area air conditioned or heated offices at reasonable temperatures.

PERSONALITY/OTHER:  

Must be confident, great communicator with the ability to communicate in English, as well as oral and written communication skills.  Work well under pressure and time deadlines.  Ability to work in a fast-paced environment.  Must have a sense of urgency and ability to prioritize quickly and efficiently. Must be able to work well under a team environment or work independently as needed.

EOE - Equal Opportunity Employer

Keywords

1. Commercial Lines Insurance
2. Account Management
3. Client Relations
4. Insurance Underwriting
5. Policy Administration
6. Risk Management
7. Claims Management
8. Insurance Sales
9. Policy Renewals
10. Insurance Coverage Analysis
11. Customer Service
12. Brokerage Services
13. Insurance Compliance
14. Business Insurance Solutions
15. Insurance Policy Evaluation
16. Industry Regulations
17. Insurance Market Trends
18. Claims Processing
19. Coverage Options
20. Policy Endorsements

Skills

1. Communication Skills
2. Negotiation Skills
3. Analytical Skills
4. Detail-Oriented
5. Problem-Solving
6. Customer Service Excellence
7. Sales Proficiency
8. Technical Proficiency in Insurance Software
9. Knowledge of Insurance Products
10. Time Management
11. Organizational Skills
12. Team Collaboration
13. Client Retention Strategies
14. Project Management
15. Strategic Planning
16. Data Analysis
17. Financial Acumen
18. Presentation Skills
19. Adaptability
20. Conflict Resolution