Join Our Talent Community! - Commercial Lines Account Manager

Other Jobs To Apply

No other job posts for this day.

Job DetailsJob Location: Remote - MST - Phoenix, AZ 85013The 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!     Position Summary: Account Managers provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. You will handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. You will also support company growth by working with producers, management, and other personnel on special projects or duties as directed.    Major 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.   Performance Expectations: 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. QualificationsMinimum Qualifications/Requirements: 3+ years’ experience in commercial lines insurance Education requirement: High school diploma or equivalent is required, college degree preferred.  Active DOI P&C License required. Professional designation is a plus. 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 Applying for future consideration   Promoting Peace of Mind for All At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together. HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.     *Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role  

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...