Apply creative analysis strategies using carrier partnerships, coverage options, and specialized programs to enhance client retention.
Contribute to agency revenue growth while ensuring clients receive tailored solutions that meet their unique needs.
Identify and recommend additional lines of coverage or enhancements in coordination with the team.
Prepare proposals of coverage options for the sales team.
Prepare premium finance contracts and company financing as needed.
Request loss runs and prepare loss history summaries.
Maintain Certificate of Insurance (COI) list and create master templates.
Check policies against proposals/applications for accuracy and update as needed.
Review company audits for accuracy, invoice, and follow up on additional premiums.
Process policy changes and endorsements for carriers/customers.
Maintain effective communication with internal teams throughout the marketing and binding process.
Assist in cross-selling and rounding out accounts.
Develop and maintain strong client relationships.
Consult with clients on their total cost of risk.
Provide solutions and Acrisure service recommendations to meet client needs.
Maintain complete and accurate client and policy information in agency management systems.

Valid Property & Casualty Insurance License required.
3+ years of experience in Commercial Property & Casualty Insurance, preferably in a similar role, with at least 3 years in agency roles.
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.
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.

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Commercial Lines Account Manager

Key skills