Why You'll Love Working Here
At Van Leer & Edwards Insurance Services, Inc., we have created a friendly, outgoing, and hard-working team. We are known for the great care we take with our staff and our clients. We are passionate about delivering stellar customer service and are proud to work for a third generation, family-owned and operated agency that has been in business for 75+ years!
What We Are Seeking
Seeking an experienced Commercial Lines Account Manager to join our dynamic team at a well-established, family-owned independent insurance agency in the Scottsdale, AZ area. We are in search of an individual who possesses a strong work ethic, has excellent customer service skills and a desire to provide responsive, personalized service to our clients. If you’re passionate about insurance and helping people, this REMOTE role is perfect for you.
Job Responsibilities
- Independently manage client accounts on a daily basis, including all services, answering all questions and resolving problems.
- Obtain quotes and secure the most suitable coverage from carriers based upon client needs.
- Update and maintain all communication and notes for client accounts / policies in TAM (agency management system).
- Proactively maintain open partnership with internal staff and carrier contacts by keeping him/her informed of pertinent information regarding assigned accounts.
- Communicate subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes.
- Use specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities.
- Responsible for understanding all assigned accounts to give proper advice for changing situations, which may require modifications to existing coverage.
Minimum Requirements
- High School Diploma (or equivalent)
- License: Property & Casualty (any state)
- Ability to work on Mountain Standard Time
Preferred Skills
- Areas of Expertise: Casualty / General Liability, Auto Fleet, Builder’s Risk, Commercial Auto, Excess Liability, Property, Professional Liability / Errors & Omission, Workers’ Compensation, Small Business / BOP, Liquor Liability, Commercial Umbrella, Cyber Liability, Employee Dishonesty / Fidelity / Crime, Excess & Surplus Lines
- Management & Rating Systems: TAM
- Computer Skills: Adobe, DocuSign, Zoom, MS Outlook, MS Excel, MS Word
- Languages: English
Benefits
- Health
- Dental
- Prescription
- Paid Time Off (PTO)
- Paid Holidays
- Paid Vacations
- Paid Sick Time
- Flexible Schedules
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Weekly day range:
Work setting:
Work Location: Remote