Commercial Insurance Account Manager

Commercial Insurance Account Manager

Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Sedona office. This role offers the opportunity to build on a rewarding career in a collaborative, client-focused environment while servicing a diverse portfolio of commercial accounts.

What You'll Do

• Partner with Producers to service and retain commercial accounts


• Build trusted relationships with clients through proactive communicate and exceptional service


• Review and recommend appropriate coverages; identify opportunities to expand account protection


• Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness


• Support Producers with proposals, summaries of insurance, and marketing/quotation process


• Educate clients on coverages, exclusions, and policy requirements


• Coordinate with carriers and wholesalers to secure optimal coverage terms


• Maintain accurate documentation in agency management system


• Handle invoicing and accounting procedures promptly and accurately

What You'll Bring

Required

• Active Property & Casualty Insurance license


• 3-5+ years of commercial lines experience in an independent agency setting


• Proficiency in Microsoft Office Suite


• Excellent organizational skills with ability to manage multiple priorities


• Strong written and verbal communication skills


• Commitment to an in-office collaboration with some remote flexibility

Preferred

• Experience with Applied EPIC and CSR24


• Experience servicing $50K+ premium accounts

Benefits

At Crest, we pride ourselves on providing a highly competitive and comprehensive benefits package including Medical, Dental, Vision, Telehealth, 401K match, several ancillary products and a generous PTO and sick time bank. This is an amazing piece of your total compensation package.

Crest Insurance is an equal opportunity employer.