Customer Service Account Manager (Insurance) A.T. Pancrazi Insurance Agency Yuma, AZ Job Details Full-time $60,000 - $90,000 a year 1 day ago Benefits Health insurance 401(k) Paid time off Professional development assistance Qualifications Managing customer accounts Customer communication Commercial insurance policies Customer relationship building Upselling Property & Casualty License Organizational skills Computer skills Productivity software Associate's degree Account management Negotiation Full Job Description When a client in Yuma has a question about their business insurance or needs to start a claim, they don't get routed to a call center in another state. They call us — a family-run local insurance agency that has helped connect Yuma businesses and families with the right coverage since 1923. Our founder used to say, "If you didn't learn something new today, you didn't do anything." A century later, that mindset still shapes how we work with clients and carriers alike. We're looking for an experienced account manager who's ready to own client relationships from day one. What You'll Do Develop and maintain a book of commercial insurance accounts, including renewals, exposure reviews, and proposals Market accounts, negotiate rates, and review carrier quotes and coverage for accuracy Identify opportunities to account-round, cross-sell, or up-sell where it genuinely fits the client's needs Coordinate with producers on new business development and renewal timelines Respond promptly to client service requests and ensure policy documents, binders, and certificates are accurate and delivered on time Work directly with carrier underwriters and processing teams to secure the right coverage and pricing Keep all transactions accurately recorded in EPIC What You Bring Active P&C license or other Insurance license, and/or a professional designation such as CIC, CISR, CRM, or CLCS Minimum 3 years of experience in commercial lines account management Experience with an agency management/CRM system (EPIC preferred) Strong knowledge of insurance products, market conditions, and relevant state/federal regulations Excellent communication skills and the ability to manage client and carrier relationships independently Strong organizational skills with the ability to prioritize, multi-task, and manage deadlines Proficiency with Microsoft Office Bilingual a plus Why A.T. Pancrazi? Over 100 years of stability and reputation in Yuma Straightforward pay and benefits — health insurance, 401(k), PTO, vacation days A family-run agency where experienced professionals are trusted with real client relationships A relaxed, low-stress team culture — lunches and get-togethers happen Apply through Indeed or email.

Pay:

$60,000.00 - $90,000.00 per year

Benefits:

401(k) Health insurance Paid time off Professional development assistance

Education:

Associate (Preferred)

Experience:

CSR:

3 years (Preferred)

Language:

Spanish (Preferred)

License/Certification:

Insurance license or a CIC, CLCS, CRM or CISR designation (Required)

Work Location:

In person