Commercial Lines Account Manager

About the role

Our client is a well-established, locally owned independent insurance agency based in Mesa, Arizona. Known for its strong client relationships and commitment to service excellence, the organization continues to grow and is seeking motivated professionals who are eager to contribute and advance their careers in a supportive environment.

Key Responsibilities

• Provide proactive, day-to-day service to clients by anticipating needs and responding promptly to inquiries
• Coordinate internally and externally to gather and deliver client-related information
• Review client exposures, loss history, and coverage to recommend appropriate insurance solutions annually
• Prepare and present renewal proposals to existing clients
• Communicate client needs and binding instructions to insurance carriers
• Ensure accuracy of binders, policies, certificates, and related documentation
• Manage accounts receivable, ensuring timely premium collections and payments
• Maintain accurate and up-to-date records within the agency management system
• Ensure compliance with regulatory requirements and internal policies
• Perform additional duties as assigned

Required Qualifications

• Minimum 5 years of Commercial Lines Account Management experience within an independent insurance agency
• Active Property & Casualty (P&C) License
• Professional designations such as CPCU, CIC, or CISR are a plus

Key Skills & Competencies

• Strong time management skills with the ability to handle multiple priorities efficiently
• Excellent communication and active listening skills
• High attention to detail with strong follow-up capabilities
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with agency management or CRM systems (knowledge of EZLynx is a plus)
• Ability to work both independently and collaboratively in a team environment
• Strong analytical and problem-solving skills
• Demonstrated professionalism and adherence to ethical business practices

Employment Type

Full-Time
On-site role (Mesa, AZ)