
Commercial Lines Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Corpus Christi • Oklahoma • Texas • United States
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About the role
- Identify opportunities to broaden or enhance coverage based on client needs.
- Develop coverage summaries and proposal materials for new and renewal business.
- Prepare premium finance agreements or carrier financing arrangements when needed.
- Request loss runs and compile loss history summaries.
- Maintain COI lists and create certificate templates.
- Review policies for accuracy and consistency with proposals and applications.
- Review carrier audits, issue invoices, and follow up on additional premiums or discrepancies.
- Process policy changes and endorsements for clients and carriers.
- Maintain consistent communication with clients, carriers, and internal teams throughout the marketing, renewal, and servicing process.
- Assist in cross‑selling and rounding out commercial accounts where appropriate.
- Build and maintain strong, trust‑based client relationships.
- Consult with clients on coverage considerations and risk‑mitigation approaches.
- Recommend Acrisure services or solutions that align with client needs.
- Maintain accurate, complete client and policy information in agency management systems.
Requirements
- Active Property & Casualty License required.
- 3+ years of Commercial P&C experience, preferably handling general commercial accounts within an agency environment.
- Strong verbal and written communication skills.
- Ability to read and interpret insurance policies, coverage requirements, contractual documents, and internal workflows.
- Experience preparing reports, correspondence, and client‑facing documents.
- Proficiency in Microsoft Outlook, Word, and Excel; strong keyboarding accuracy.
- Solid analytical and problem‑solving skills, with the ability to adapt to shifting priorities.
- High attention to detail and accuracy.
- Reliable, proactive, and able to work effectively under pressure.
- Professional presence and service‑oriented approach.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance;
- Life and disability insurance;
- Fertility benefits;
- Wellness resources;
- Paid sick time.
- Generous paid time off and holidays;
- Employee Assistance Program (EAP);
- Complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan;
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options;
- Commuter benefits;
- Employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents);
- Legal plan options;
- Pet insurance coverage.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Commercial P&C experiencePolicy reviewLoss history compilationPremium finance agreementsCoverage summaries developmentPolicy changes processingRisk mitigation consultationClient documentation preparationAnalytical skillsProblem-solving skills
Soft Skills
Verbal communicationWritten communicationAttention to detailProactive work ethicAbility to work under pressureClient relationship buildingTrust-based communicationAdaptabilityService-oriented approachOrganizational skills
Certifications
Active Property & Casualty License