Commercial Insurance Account Manager

Crest Insurance Group•Sedona, AZ

2d•Hybrid

About The Position

Crest Insurance is hiring a Commercial Insurance Account Manager for its Sedona office. The role services and retains a diverse portfolio of commercial accounts in a collaborative, client-focused environment, partnering with Producers and building strong client relationships. The position includes reviewing coverage, processing account transactions, supporting proposals and marketing, coordinating with carriers and wholesalers, maintaining agency records, and handling invoicing and accounting procedures. The role is based in the office 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 $50,000 or more in 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 the marketing and quotation process.
Educate clients on 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.