Professional Insurance Strategies, LLC Hiring for Commercial Lines Account Manager Full Time

About us

We are innovative, professional and customer-centric.

Our work environment includes:

• Modern office setting
• Work-from-home days
• Growth opportunities

Full Job Description

Professional Insurance Strategies is seeking a career-minded professional to join our Commercial Lines Department as an Account Manager

Professional Insurance Strategies offers a professional setting with Team values, Our Agency is a premier All Lines Insurance Brokerage where our client relationships set us apart.

Accountability:

Maintain and retain Client Relationships in accordance with Agency Standards. Process designated Commercial Lines responsibilities in accordance with Agency standards using our agency management system and CRM.

Skills/Requirements:

· 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 Nowcerts and Agencyzoom required for remote work.

Responsibilities:

• 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 by CSA/TA (if applicable)
• Update TAM applications and schedules for policy renewals and/or supervise CSA/TA updating
• 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 AE/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 Zywave, DocuSign, and Reference Connect as needed
• Assist in training and coaching other staff when needed/requested.
• Perform other essential duties as assigned

Candidates will be evaluated for:

• Undergo a Candidate Personality Profile assessment
• Background Check

Pay: $67,760.00 – $73,178.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Work from home

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Ability to commute/relocate:

• Phoenix, AZ 85051: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Insurance Producer License (Required)
• Life Insurance License (Preferred)

Work Location: Hybrid remote in Phoenix, AZ 85051