What are the responsibilities and job description for the Commercial insurance account manager position at Insurance Professionals of Arizona?
Company Description Insurance Professionals of Arizona, proudly located in Arizona, Nebraska Michigan, has been serving individuals, families, and businesses with their insurance coverage needs since 2008. The agency emphasizes personalized customer service and leverages multiple carriers to find competitive options that fit both personal and financial needs. Focused on providing the right protection at the right price, the team serves customers across Mesa, Gilbert, Chandler, and the broader Arizona community. Applicants can expect to join a locally rooted, client-focused organization committed to long-term relationships and tailored insurance solutions.
Role Description The Commercial Insurance Account Manager is a full-time, on-site role based in Phoenix, AZ. This position is responsible for managing a portfolio of commercial insurance clients, including handling policy renewals, endorsements, coverage changes, and new business quotes. The role involves responding to client inquiries, providing guidance on coverage options, coordinating with carriers, and ensuring timely and accurate documentation. The Account Manager will regularly review accounts for coverage adequacy, identify cross-selling opportunities, and support the sales team with proposals and presentations. Daily activities also include maintaining up-to-date records in agency management systems, resolving billing or claims questions, and delivering consistent, professional customer service.
Qualifications
- Candidates should possess strong Account Management skills, including portfolio oversight, policy servicing, and relationship management.
- Candidates should possess excellent Customer Service and Communication skills to interact effectively with clients, carriers, and internal team members.
- Candidates should possess solid Insurance knowledge, preferably in commercial lines, including coverage types, underwriting basics, and policy terminology.
- Candidates should possess Sales-related abilities, such as identifying client needs, presenting solutions, and supporting retention and growth efforts.
- Relevant qualifications include prior experience in an insurance agency or brokerage setting, a valid Arizona Property & Casualty license (or ability to obtain), proficiency with insurance management systems, and strong organizational and time-management skills.
- Attention to detail, comfort working in a fast-paced environment, and the ability to collaborate with a team while working independently are beneficial.