2 Small Businesses jobs in Red Rock
Commercial Lines Account Manager (Small Business)
Posted today
Job Viewed
Job Description
Description
The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Account Manager who resides in the Phoenix Metro Area and can perform exceptional Account Management for our Small Business Team.
This is a full-time, hybrid-friendly position for an Agency with less than 100 employees. .
Benefits and Compensation : Commercial Lines Account Manager
Full Time - M-F 8:00am- 5:00pm
- Hourly structure, Quarterly Bonus,
- Employer paid Medical and Dental, LTD, Group Life, EAP
- Optional benefits - Vision, Disability, Group Life, AFLAC.
- Pet Care Insurance
- 401(k) Employer contribution 3-6%
- Annual Employee Profit Sharing Bonus
Accountability : Commercial Lines Account Manager
Maintain and retain client relationships in accordance with agency standards. Process designated Commercial Lines responsibilities in accordance with agency standards using Applied Systems EPIC.
Skills/Requirements : Commercial Lines Account Manager
- Experience in Applied Systems EPIC required
- Property & Casualty Arizona resident insurance license required
- Minimum of 3 years Property & Casualty Commercial insurance experience required
- Familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess/Umbrella
- Professionalism in appearance, communication and treatment of others
- CISR or CIC designation (desired)
Responsibilities : Commercial Lines Account Manager
- Handle day-to-day service requirements of assigned clients within designated authority
- Initiate and conduct renewal meetings with assigned Producers
- Review and negotiate renewal quote terms, Prepare renewal submissions
- Prepare proposals
- Order and check binders; process in EPIC as needed
- Review Loss Runs
- Account round existing clients
- Review audits; handle problem audits with clients and/or carriers
- Perform online rating for renewals and endorsements to existing policies
- Manage endorsement issues with carrier and/or client as required
- Review endorsements prior to transmittal to client as needed
- Invoice agency bill policies, endorsements and audits
- Technical check of policies
- Send out/deliver policies
- Review Summaries of Insurance (if applicable)
- Update applications and schedules for policy renewals
- Enter Activity records for all actions and/or communication performed on Client Files
- Review Certificates of Insurance/Evidences as needed
- Review Customer Statements
- Accompany Producer to client meetings, as required
- Support Account Executive/Producer, including assisting with New Business as needed
- Assist producer in creating Customer Narratives/Profiles on larger accounts
- Assist producer in developing a Service Time Line for Top 20% of accounts
- Assist department members during absences
- Be prepared to discuss lost business in monthly CL Service Staff Meeting and take ownership of team retention numbers
- Become familiar and utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as needed
- Assist in training and coaching other staff when needed/requested
- Perform other essential duties as assigned
Product Owner / Business Intelligence Business Analyst (BIBA)
Posted 3 days ago
Job Viewed
Job Description
Job Location
Mesa, AZ
Remote Type
Fully Remote
Description
ABOUT THE COMPANY
Acumen is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our client's lives by what they do. Among many benefits to working here, we offer medical, dental, and vision coverage, generous paid time off, and incentive bonuses to those who qualify.
OVERVIEW AND ESSENTIAL JOB FUNCTIONS
The Product Owner / Business Intelligence Business Analyst (BIBA) is the voice of the business within the BI and Automation team. They translate operational needs into actionable priorities, ensure the team is solving the right problems, and owns delivery outcomes that align with Acumen's strategic goals.
- Collaborate with stakeholders to define business problems, KPIs, and opportunities
- Prioritize and maintain the product backlog for both BI and automation use cases
- Translate user needs into clear, testable requirements and user stories
- Lead UAT and define success criteria for new reports, dashboards, and AI tools
- Drive continuous discovery to feed the BI & automation innovation funnel
- Other duties as assigned
- ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly.
MINIMUM QUALIFICATIONS
- 5+ years in BI, product, or operational analytics roles
- Experience with Power BI, Agile/Scrum, and process improvement
- Strong business acumen with an operator's mindset
- Exceptional communication and stakeholder alignment skills
- Master's degree preferred (e.g., MSBA, MS-ISM, or MBA with data/tech emphasis)
Acumen, LLC is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below:
(a) Dedicated fax
(b) Dedicated email DISABILITY ACCOMMODATION REQUESTS ONLY
(c) US mail - 4554 E Inverness Ave Mesa, AZ 85206- Attn Human Resources
(d) Dedicated phone Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY
Be The First To Know
About the latest Small businesses Jobs in Red Rock !