Account Manager
Company: Forte Insurance Services
Location: Mesa
Posted on: February 16, 2026
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Job Description:
Job Description Job Description Description: OBJECTIVE/FUNCTION
Senior level leader managing and working with client’s insurance
policies and programs using senior level expertise in the area of
coverage of insurances for all commercial lines of business. This
position will be liaison with the production staff in their
servicing of commercial clients and prospects. It also may maintain
a set of specialty clients due to the nature of their specific
industry. DUTIES AND RESPONSIBILITIES · Prepare new business and
account renewal proposals. · Offers counselling other account
managers. · Offers counsel to specialty clients. · Enter and
maintain account data within agency management system. Support
Producer in day-to-day servicing client accounts, including direct
contact with clients and insurance underwriters. Prepare and
process binders of insurance, policies, and endorsements,
certificates of insurance, audits, and cancellations. Develop and
maintain strong technical knowledge of commercial lines coverage &
rating. Use independent discretion and judgement in the matters of
advising coverage and claim status and other insurance matters.
Other duties as requested. PHYSICAL REQUIREMENTS Must be able to
stand, sit and stoop for extended periods of time. Must be able to
lift or reach arms over head or below waist. Must be able to lift,
hold or carry items weighing up to 50 pounds unassisted. Must be
able to see, hear and speak with or without accommodation.
ENVIROMENTAL REQUIREMENTS Must be able to work in well-lighted or
dim-lighted office environment. Temperature-controlled area air
conditioned or heated offices at reasonable temperatures. EDUCATION
AND EXPERIENCE: 10 plus years industry experience High School
graduate or equivalent preferred Property & Casualty License
Competent in use of Word, Excel, and Outlook Agency Management
Experience a plus. PERSONALITY/OTHER: Must be confident, great
communicator with the ability to communicate in English, as well as
oral and written communication skills. Work well under pressure and
time deadlines. Ability to work in a fast pace environment. Must
have a sense of urgency and ability to prioritize quickly and
efficiently. Must be able to work well under a team environment or
work independently as needed. Requirements:
Keywords: Forte Insurance Services, Chandler , Account Manager, Accounting, Auditing , Mesa, Arizona