Job description

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.

Requirements

Must-haves

Commercial Insurance Account Manager
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
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

Nice-to-haves

Experience with Applied EPIC and CSR24
Experience servicing $50K+ premium accounts

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: isolved
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto