Commercial Insurance Account Manager

Crest Insurance Group•Sedona, AZ

1d•Hybrid

About The Position

Crest Insurance is seeking a skilled Commercial Lines Account Manager to join its Sedona office. The role offers the opportunity to service a diverse portfolio of commercial accounts in a collaborative, client-focused environment. The position works with Producers, clients, carriers, and wholesalers to support account retention, coverage recommendations, policy servicing, and new business marketing. It is an in-office role with some remote flexibility.

Requirements

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 and ability to manage multiple priorities.
Strong written and verbal communication skills.
Commitment to in-office collaboration, with some remote flexibility.

Nice To Haves

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

Responsibilities

Partner with Producers to service and retain commercial accounts.
Build trusted client relationships through proactive communication and exceptional service.
Review and recommend appropriate coverages and identify opportunities to expand account protection.
Process new business, renewals, endorsements, audits, and cancellations accurately and promptly.
Support Producers with proposals, summaries of insurance, and marketing and quotation processes.
Educate clients about coverages, exclusions, and policy requirements.
Coordinate with carriers and wholesalers to secure optimal coverage terms.
Maintain accurate documentation in the agency management system.
Handle invoicing and accounting procedures promptly and accurately.