Commercial Lines Account Manager

Job Description

Job Description

Job Title: Commercial Lines Insurance Account Manager

Location: Mesa, AZ (On-site)

About the Company

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.

Position Overview

Our client is seeking an experienced Commercial Lines Insurance Account Manager to join their growing team. This role is ideal for a driven professional with a background in commercial lines within an independent agency who is looking for long-term career growth and stability.

This is an on-site role, with potential flexibility for remote work after an initial period based on performance.

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

Core Competencies

• Adaptability & Flexibility

• Attention to Detail

• Organization Skills

• Team Collaboration

• Professionalism & Ethics

• Problem Solving

Employment Type

• Full-Time

• On-site role (Mesa, AZ)

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.