Job Summary:

The role of the Senior Commercial Lines Account Manager is to support the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage, and programs to facilitate client retention and the production of agency revenue.

Responsibilities:

• Participate in marketing strategy to establish clear marketing strategy and timeline.

• Prepare marketing submissions in accordance with guidelines and effectively communicate with underwriters and internal staff critical updates as needed.

• Identify and leverage all marketing resources to include carrier direct appointments, wholesalers, and brokers, and Acrisure resources.

• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team.

• Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue.

• Prepare proposal of coverage options to sales team for presentation.

• Prepare premium finance contracts and company financing as needed.

• Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding.

• Assist in the cross-sell and rounding out of accounts.

• Develop and maintain client relationships.

• Consulting with clients regarding their total cost of risk.

• Provide solutions and service recommendations to clients to address their business and insurance needs.

• Maintain complete and accurate client and policy information in agency management system(s).

• Provide consistent and effective feedback to department and executive leadership related to carrier submission interaction, successes, and concerns.

• Provide mentorship and training to other team members through active engagement in team and department meetings.

• Perform other duties as required and/or assigned.

Requirements:

• Minimum 5 years of experience in as a Commercial Lines Account Manager

• Preferred Real Estate or Habitational

• Valid Property & Casualty Insurance License required in state of residence.

• Familiar with Acord forms in general and have experience with Applied Epic or an equivalent agency management system.

• Insurance designation of either CIC or CRIS or be working toward a designation with a focus on general liability and construction is highly desired.

• Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.

• Knowledgeable and well versed in issuing Certificates including any necessary waivers and/or endorsements.

• High school diploma or equivalent.

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Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.