Account Manager (Commercial Lines)

Account Manager (Commercial Lines) Lovitt & Touche (Tempe, Arizona) All Jobs Arizona Marketing Full Time Travel Required Job Posting Details About Lovitt & Touche As one of the largest insurance agencies in the United States, with nearly 200 employees in three offices and over $400 million in total premiums - Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world. As one of the largest insurance agencies in the United States, with nearly 200 employees in three offices and over $400 million in total premiums - Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world. Summary The Account Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Account Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients. The Account Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Account Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients. Responsibilities Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking Conduct all business in accordance with established policies and procedures May attend client meetings on or off site on occasion * Other duties as assigned

• Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking Conduct all business in accordance with established policies and procedures May attend client meetings on or off site on occasion Other duties as assigned Ideal Candidate • High School Diploma or GED • 3-5 years in commercial lines insurance • Licensed in Arizona Property/Casualty (or ability to transfer existing license) • Ability to effectively communicate, both written and verbally, to internal and external parties • Excellent time management, organizational and multi-tasking skills with high attention to detail • Ability to build and maintain effective relationships with clients, carriers and peers • Ability to work independently and in cross-functional teams • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) Preferred: • Some college or technical training in related discipline • CIC, CPCU, CRM, CISR designations • Previous EPIC experience • High School Diploma or GED • 3-5 years in commercial lines insurance • Licensed in Arizona Property/Casualty (or ability to transfer existing license) • Ability to effectively communicate, both written and verbally, to internal and external parties • Excellent time management, organizational and multi-tasking skills with high attention to detail • Ability to build and maintain effective relationships with clients, carriers and peers • Ability to work independently and in cross-functional teams • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) Preferred: • Some college or technical training in related discipline • CIC, CPCU, CRM, CISR designations • Previous EPIC experience