Commercial Lines Insurance Marketing & Client Service
Job Description
Job Description
Insurance Job: Commercial Lines Insurance Marketing and Client Service Manager | Senior Account Manager
Insurance Agency Location: Mesa, AZ
Salary: $85,000-100,000
- Manage, Service & Cross Sale Commercial Lines Book of Business
- Maintain accurate client files in the EPIC agency management system, including signed applications, supplementals, and coverage offers/declinations
- Provide Marketing assistance and support to Producers
- Rate new & renewal accounts as assigned by management either online or create applications in EPIC to submit to carriers for quotes
- Develop relationships with carriers and participate in/conduct carrier meetings
- Participate in “projects” as assigned by the management team
- Contribute to the Team by helping teammates when necessary
- Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, Restaurants, etc.
- Research and compile answers to client policy and coverage questions
- Ability to market/quote new business and account renewals to obtain competitive coverage/cost ratios for the client
- Experience with multiple carrier underwriters
Qualifications
- 7 or more years of insurance industry experience related to marketing and servicing commercial accounts
- Property and Casualty license (AZ license)
- Applied (TAM or EPIC) or AMS360 software experience (Epic preferred)
- Knowledge of Insurance and/or Brokerage business
- Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
- Verbal and written communication skills
All inquiries will be kept 100% confidential
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