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Personal Lines Account Manager

Joyful Jobs

This is a Full-time position in Tucson, AZ posted October 23, 2021.

Commercial Lines Insurance Agent (Account Manager)

Joyful Jobs is recruiting for a full-service insurance agency that is looking for a top-notch Commercial Lines Insurance Agent (Account Manager) in Tucson, AZ. This is an opportunity of a lifetime to build a career in a fast-growing insurance brokerage firm. The company has physical locations in Arizona, Colorado and California, and services customers in all 50 states.

Examples of Essential Job Duties:

  • The Commercial Lines Insurance Agent develops relationships with clients and prospects, partnering with Producer(s) to service and retain assigned client accounts.
  • The Commercial Lines Insurance Agent assists Producer(s) in identifying and recommending appropriate coverages to clients and prospects to comfortably solicit increases in coverage or rounding out accounts at every service contact.
  • The Commercial Lines Insurance Agent assists Producer(s) in coordinating with marketing during the marketing and quotation process, creating Summaries of Insurance and Proposals of Insurance.
  • The Commercial Lines Insurance Agent educates clients and prospects on coverages, important exclusions, and other documentation requirements.
  • The Commercial Lines Insurance Agent reviews and/or processes new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, and similar documents for accuracy and communicate changes successfully to the carrier.
  • The Commercial Lines Insurance Agent confirms all coverage is bound.
  • The Commercial Lines Insurance Agent issues binder or obtains binders from wholesalers on behalf of customers as needed.
  • The Commercial Lines Insurance Agent incorporates the capabilities of the Agency management system into the daily workflow.
  • The Commercial Lines Insurance Agent assists with clients’ access & utilization of the Client Portal.
  • The Commercial Lines Insurance Agent performs timely and accurate invoicing per agency policy and procedure.
  • Other duties as assigned.

Benefits:

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Flexible spending account
  • Generous PTO
  • 401(k) matching
  • Family-oriented culture

Additional information

Joyful Jobs and the client company are equal opportunity employers, ensuring that no applicant for employment or employee is denied equal opportunity because of race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability, family medical history or genetic information, political affiliation, or military service.

Minimum Qualifications:

  • Must have and maintain a current Arizona Property & Casualty Insurance license.
  • Bachelor’s degree and 3 or more years related experience; or High School Diploma/GED and 5 or more years related experience
  • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Ability to navigate various carrier websites to retrieve items for processing or customer inquiries.
  • Working knowledge of CSR24

Preferred Qualifications:

  • Previous experience working in EPIC

Additional Knowledge, Skills, and Abilities:

  • Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
  • Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
  • Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.

The ideal Commercial Lines Insurance Agent will have prior experience as a P&C Commercial Lines Account Manager.

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