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Personal Lines Insurance Account Manager

Company: Arizona Federal Insurance Solutions, LLC
Location: Mesa
Posted on: January 15, 2022

Job Description:

The Arizona Group is seeking a career-minded, professional to join our Personal Lines Department as an Account Manager. The Arizona Group offers a professional setting, team values, and an environment that is highly automated. Our Agency is a premier All lines insurance brokerage where our client relationship sets us apart. Accountability: Maintain and retain Client Relationships in accordance with Agency Standards. Process designated Personal Lines tasks in accordance with Agency standards using The Agency Management software. Support Personal Lines Team. Skills/Requirements: -- Property & Casualty Arizona resident insurance license required -- Minimum of 2 years Property & Casualty Commercial insurance experience required -- Familiarity with and understanding of Property & Casualty Insurance coverage lines including Home, Auto, Fire, Umbrella -- Professionalism in appearance, communication and treatment of others -- CISR designation (desired) -- Experience in Applied Systems EPIC (desired) Bilingual ( spanish/english) encouraged

Responsibilities:

  • Provides prompt, courteous customer service to all clients to fulfill their needs. This includes, but is not limited to, coverage questions, billing issues, premium increases and discussions, policy changes, proof of insurance, etc.
  • Prequalifies and analyzes prospects' personal lines coverage needs. Recommends coverage and prepares rating quotes and proposals to sell new accounts.
  • Actively solicits increases in coverage or rounding accounts through sales to clients at every service contact. Recommends excess and surplus coverages, as needed to meet client insurance needs. Educates clients as to coverage limitation and documents with EPIC activity.
  • Completes applications for insurance and has insured sign them. Obtains all necessary file documentation. Submits for issue to eligible and appropriate carriers, staying within agency binding guidelines.
  • At each service contract, reviews current client coverage and recommends changes in coverage and in markets, as needed, to ensure high quality coverage and client satisfaction.
  • Reviews policies at renewal for accuracy when premium has increased.
  • Remarkets as needed. Assists clients with making coverage changes and completes all service requests for clients.
  • Informs clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverage and exclusions to clients. Uses every service contact as opportunity to review and market appropriate coverage Schedule: M-Th 8am-5pm, Friday 9-6pm Benefits:
    • 401k - employer contribution
    • Medical, Dental and Vision
    • Holiday
    • PTO
    • Qtrly and Annual Bonus Hide

Keywords: Arizona Federal Insurance Solutions, LLC, Mesa , Personal Lines Insurance Account Manager, Executive , Mesa, Arizona

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