Commercial Lines Account Manager

Responsibilities

• Preparing accurate and complete insurance applications using underwriting info provided by the producer
• Collaborating daily with the Commercial Lines Manager on key deadlines and ongoing projects
• Coinciding with internal service teams to ensure timely, client-focused execution
• Serving as a trusted resource for clients and partners
• Supporting marketing efforts alongside your assigned Account Executive, including market selection and outreach
• Following up with carriers for quotations and ensuring timely proposal development
• Creating and revising proposals per Account Executive direction and producer/client meetings
• Verifying consistency between submissions, quotes, and final proposals
• Aiding producers with binder issuance and obtaining client sign-offs
• Managing certificate issuance, invoicing, and policy checks
• Assisting with endorsement processing and auto ID card management

Requirements

• Active Property & Casualty license in the state of Arizona
• Minimum 5 years of commercial lines insurance experience
• Local to Arizona, preferred and familiar with the regional business market
• Proven experience servicing contractor and construction-related accounts
• Strong understanding of policy coverage, endorsements, and renewals
• Highly proficient in issuing Certificates of Insurance (COIs) accurately and efficiently
• Comfortable working directly with producers, carriers, and clients
• Detail-oriented, service-driven, and able to manage multiple priorities in a fast-paced environment
• Experience supporting mid-sized commercial accounts preferred

Qualifications

Active Property & Casualty license in the state of Arizona

Minimum 5 years of commercial lines insurance experience

Local to Arizona, preferred and familiar with the regional business market

Proven experience servicing contractor and construction-related accounts

Strong understanding of policy coverage, endorsements, and renewals

Highly proficient in issuing Certificates of Insurance (COIs) accurately and efficiently

Comfortable working directly with producers, carriers, and clients

Detail-oriented, service-driven, and able to manage multiple priorities in a fast-paced environment

Experience supporting mid-sized commercial accounts preferred