What are the responsibilities and job description for the Commercial Insurance Account Manager position at Crest Insurance Group?
Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Tempe 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.
As a brokerage ranked in the top 100 firms nationally, we offer the resources of a major firm with the culture of a local agency. You will work alongside experienced professionals in our state-of-the-art Tempe facility, where collaboration and mentorship drive both individual and team success.
What You'll Do
Required
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.
As a brokerage ranked in the top 100 firms nationally, we offer the resources of a major firm with the culture of a local agency. You will work alongside experienced professionals in our state-of-the-art Tempe facility, where collaboration and mentorship drive both individual and team success.
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
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
- Experience with Applied EPIC and CSR24
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.