Join Our Talent Community! - Commercial Lines Account Manager

LIBERTY COMPANY INSURANCE BROKERS LLC • Phoenix, AZ

4d • Remote

About The Position

The Liberty Company Insurance Brokers is a rapidly growing national insurance brokerage firm. We are looking to build a pipeline of experienced and up-and-coming Account Managers located in either Pacific or Mountain Time Zones for our Commercial Lines department. This role is perfect for someone with a background in Property & Casualty (P&C) insurance and experience using Applied EPIC software. At The Liberty Company, we believe work should feel meaningful, supportive, and energizing. We’re redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do. If you’re looking for a place where collaboration is genuine, growth is encouraged, and your work truly matters, you may have just found your JOB—your Joy of Being. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement. Please apply if you are open to future opportunities!

Requirements

• 3+ years’ experience in commercial lines insurance
• High school diploma or equivalent is required
• Active DOI P&C License required.
• Knowledge of AMS360 OR Epic system or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products.
• Located in Pacific or Mountain Time Zones

Nice To Haves

• college degree preferred
• Professional designation is a plus.

Responsibilities

• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Set up and prepare new account files in account management system per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, and review with clients as needed.
• Evaluate and recommend additional coverage based on client needs.
• Quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.
• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within an acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in the account management system.
• Utilize account management system suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Benefits

• competitive compensation
• a robust benefits package
• paid time off
• holiday pay
• continued education support
• company-sponsored programs to promote stress management and community involvement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED