Job Description

We are seeking a Commercial Lines Associate Account Executive for our team in Phoenix, Arizona!

This team is currently working in a hybrid capacity with work from home opportunities after a probationary period.

WHAT YOU’LL DO:

• Service Small Commercial Accounts
• Begin CISR or CRIS Designation Program
• Obtain exposure and operation updates from the client
• Get renewal applications and copies or prior applications
• Order current loss runs and other documents needed in the renewal/marketing process
• Submit complete and accurate renewal information to the incumbent carrier(s)
• Negotiate and obtain quotes
• Prepare the proposal for the producer
• Make sure the Insurance Coverage Review is completed.
• Bind coverage with the carrier(s) in accordance with the client’s instructions
• Issue binders, auto id cards and order renewal certificates of insurance
• Get Signed forms – including applications, Non-Admitted, Co. request forms, Supplemental applications etc.
• Provide services or coordinate carrier services as needed, such as: claim reviews, loss control visits and services and premium allocations

WHAT YOU'LL NEED:

• Valid Arizona P&C insurance license, preferred
• Independent insurance agency experience, preferred
• 3+ years of insurance experience, preferred
• High school diploma or equivalent
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Planning/organizing/problem solving skills
• Strong interpersonal skills & critical thinking skills

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