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Commercial Insurance Account Manager

Crest Insurance Group

Commercial Insurance Account Manager 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 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 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. #J-18808-Ljbffr

Vacancy posted 13 hours ago
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