Commercial Insurance Account Manager

Crest Insurance Group•Denver, CO

4d•Hybrid

About The Position

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.

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 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

Responsibilities

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