
Commercial Lines Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Melbourne • Florida • Tennessee • United States
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About the role
- Market transportation accounts and negotiate with underwriters to secure the best coverage and pricing.
- 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.
- Participate in marketing strategy with the sales and service team to establish clear timelines.
- Prepare marketing submissions in accordance with Acrisure guidelines.
- Communicate critical updates to underwriters and internal staff.
- Identify and leverage marketing resources, including carrier appointments, wholesalers, brokers, and Acrisure tools.
- Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue.
- 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.
Requirements
- 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.
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
negotiationmarketing strategypolicy changesproposal preparationloss history summariespremium finance contractsclient retention strategiescoverage options analysisagency revenue growthcross-selling
Soft skills
effective communicationproblem-solvingattention to detailanalytical skillsinitiativestress tolerancereliabilityprofessional appearanceadaptabilityteam collaboration
Certifications
Property & Casualty Insurance License