Private Client Account Manager

We're excited to continue solidifying that foundation, and we're looking for a Private Client Account Manager to join our growing team in Phoenix, Arizona The Account Manager will handle a client portfolio and work with producers/sales professionals and teammates to service new and existing clients, help maintain positive client relationships, and provide high-quality service to assigned accounts, with a focus on the profitability of the business for the agency. How You Will Contribute Assist and Support Executive Producers Build, expand, and solidify relationships with customers at all levels within the company and lead appropriate resources to address their needs, including risk identification and resolution of underwriting or policy issues. Process daily mail, faxes, and e-mails, for assigned accounts. Enter all required data into AMS 360 and Image Right to maintain current file data on all assigned accounts. Renewal marketing, including quoting, of assigned personal lines risks. Prepare and process binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations as defined in the company procedure manual. Maintain suspense or follow-up system for correspondence and all transactions. Prepare agency-billed billings and/or invoices on a timely basis. Advice accounting of the appropriate posting of money received on assigned accounts. Assist in the collection of premiums as defined in the procedure manual. Develop and maintain working relationships with the various company underwriters. Maintain up-to-date knowledge of the various carriers’ rating plans and programs. Maintain knowledge of the carrier’s coverage Maintain favorable relationships with customers, producers, and employees. Develop and maintain strong technical knowledge of personal line coverages and trends. Licenses and Certifications: Active Property & Casualty License Skills & Experience to Be Successful 2-4 years in a similar role Strong negotiation and problem-solving skills Strong organization and prioritizing skills Ability to initiate and foster customer rapport. Proficiency in Microsoft Office 365 Familiarity with AMS 360 and image right preferred