Arizona Licensed Account Manager

Job Summary

To support a growing team, the full-time temporary Arizona Licensed Account Manager will manage client accounts, oversee the renewal and marketing process, and collaborate with Advisors and Account Executives while working remotely.

Key responsibilities:

• Build and maintain relationships with clients and insurance carriers, actively participating in meetings
• Prepare requests for proposals and draft renewal presentations, ensuring accuracy in collaboration with senior team members
• Manage client documents and policy records within the agency management system, addressing billing inquiries as the first point of contact

Required qualifications:

• Over 3 years of Personal Lines client service experience in an insurance brokerage or agency
• Experience with relevant lines of coverage and managing a book of business
• Proficiency with EPIC or similar agency management systems
• P&C Insurance License required upon hire
• Associate's Degree or BA/BS preferred, or equivalent education/training