Commercial Lines Account Manager

The role of the Commercial Lines Account Manager is the support of 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 with sales and service team to establish clear marketing strategy and timeline.

• Prepare marketing submissions in accordance with Acrisure 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.

• Prepare loss history: Request loss runs from companies and complete loss summary as needed.

• Maintain Certificate of Insurance List and create master template for COI’s.

• Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes.

• Review company audits for accuracy, invoice and follow up on additional premiums as required (refer to workflows/procedures).

• Process policy changes and/or endorsements to carriers/customers.

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

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

• Perform other duties as required and/or assigned.

Requirements:

• Valid Property & Casualty Insurance License required.

• 7+ years of experience in Commercial Property & Casualty Insurance, preferably in a similar role, with at least 5 years in agency roles

Education and Experience:

• Ability to effectively communicate in both verbal and written formats, externally and internally.

• 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.

• Ability to author routine reports and correspondence.

• Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.

• Ability to anticipate and solve practical problems or resolve issues.

• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.

• Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.

• Strong attention to detail and good proofreading skills.

• Excellent skills in reliability, initiative, and stress tolerance.

• Ability to perform in a professional appearance and manner.

#LI-Hybrid

#LI-AS1

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

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.