Join Our Talent Community! - Commercial Lines Account Manager

Commercial Lines Account Manager
Remote - MST - Phoenix, AZ 85013

Job Description
The Liberty Company Insurance Brokers is a rapidly growing national insurance brokerage firm. We are looking to build a pipeline of experienced and up-and-coming Account Managers located in either Pacific or Mountain Time Zones for our Commercial Lines department. This role is perfect for someone with a background in Property & Casualty (P&C) insurance and experience using Applied EPIC software.

We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.

Responsibilities

Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.

Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.

Prepare all change requests and review audits and policies for accuracy.

Set up and prepare new account files in account management system per agency procedures.

Invoice all agency bill transactions within 48 hours and collect premiums accordingly.

Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.

Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.

Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.

Respond to all carrier memos and process any necessary updates.

Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.

Review policies and related documents for accuracy and deliver policies to insureds as needed.

Work with producers to evaluate exposure, negotiate and interpret coverage, and review with clients as needed.

Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate.

Keep producers fully informed of all important activities on their accounts.

Review monthly reports Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.

Performance Expectations

Service company and clients in a manner to avoid potential exposure to E&O claims.

Alert management of incidents that may require management assistance or approval.

Respond to phone calls and e-mails within an acceptable timeframe not to exceed 24 hours.

Process client requests (e.g., ID cards, certs, binders) within 24 hours of request.

Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in the account management system.

Utilize account management system suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.

Prioritize workload and request assistance as necessary to reduce backlog.

Participate with management and other departments/personnel on special projects and other duties as needed.

Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.

Participate in seminars and classes for skill and knowledge development.

Qualifications

3+ years' experience in commercial lines insurance

High school diploma or equivalent is required, college degree preferred.

Active DOI P&C License required.

Professional designation is a plus.

Knowledge of AMS360 OR Epic system or similar agency management system.

Good listening skills, attention to detail, and a positive attitude are essential.

Knowledge of commercial insurance and products.

Located in Pacific or Mountain Time Zones

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, 1033 and 1034 to qualify for that role.

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