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The Liberty Company Insurance Brokers, LLC · 1 day ago

Join Our Talent Community! - Commercial Lines Account Manager

Phoenix, AZ

Part-time

Onsite

Mid Level

3+ years exp

The Liberty Company Insurance Brokers, LLC is redefining careers in insurance by focusing on meaningful work and collaboration. They are seeking a Commercial Lines Account Manager to provide excellent service to clients and support company growth through various account management responsibilities.

Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management

Growth Opportunities

Responsibilities

Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients

Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals

Prepare all change requests and review audits and policies for accuracy

Set up and prepare new account files in account management system per agency procedures

Invoice all agency bill transactions within 48 hours and collect premiums accordingly

Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe

Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies

Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures

Respond to all carrier memos and process any necessary updates

Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders

Review policies and related documents for accuracy and deliver policies to insureds as needed

Work with producers to evaluate exposure, negotiate and interpret coverage, and review with clients as needed

Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate

Keep producers fully informed of all important activities on their accounts

Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner

Service Company and clients in a manner to avoid potential exposure to E&O claims

Alert management of incidents that may require management assistance or approval

Respond to phone calls and e-mails within an acceptable timeframe not to exceed 24 hours

Process client requests (e.g. ID cards, certs, binders) within 24 hours of request

Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in the account management system

Utilize account management system suspense system to follow up on outstanding items in a timely manner to avoid overdue situations

Prioritize workload and request assistance as necessary to reduce backlog

Participate with management and other departments/personnel on special projects and other duties as needed

Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars

Participate in seminars and classes for skill and knowledge development

Qualification

Commercial lines insuranceActive DOI P&C LicenseAMS360Epic systemProfessional designationListening skillsAttention to detailPositive attitude

Required

3+ years' experience in commercial lines insurance

Active DOI P&C License required

Good listening skills, attention to detail, and a positive attitude are essential

Knowledge of commercial insurance and products

Located in Pacific or Mountain Time Zones

Applying for future consideration

Preferred

Education requirement: High school diploma or equivalent is required, college degree preferred

Professional designation is a plus

Knowledge of AMS360 OR Epic system or similar agency management system

Benefits

Competitive compensation

A robust benefits package

Paid time off

Holiday pay

Continued education support

Company-sponsored programs to promote stress management and community involvement

Company

The Liberty Company Insurance Brokers, LLC

The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years.

Founded in 1987

Woodland Hills, California, USA

501-1000 employees