Lead Account Manager – Commercial Lines
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Melbourne • Florida • Tennessee • United States
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Job Level
About the role
- Serve as the primary relationship manager for assigned clients, owning day-to-day service, renewal planning, and escalation needs.
- Develop and execute coverage strategy and account service plans tailored to client risk profiles, operational needs, and market conditions.
- Apply advanced knowledge of insurance principles to evaluate exposures and guide clients through coverage structure, protection strategies, and pricing considerations.
- Conduct comprehensive account reviews and ensure alignment of client programs with evolving business needs.
- Independently collaborate with Client Advisors on marketing strategy, carrier selection, and program design for complex accounts.
- Analyze carrier proposals, negotiate terms as needed, and prepare clear, professional recommendations for clients.
- Monitor carrier performance to ensure delivery on commitments, including policy issuance, endorsements, and claims handling.
- Anticipate client needs and proactively recommend solutions, improvements, or additional coverages.
- Handle initial claim reports and oversee claim progression, ensuring client expectations are met and communication remains timely and accurate.
- Inform clients of industry, regulatory, or carrier changes that may impact coverage or risk exposure.
- Identify and execute on rounding and cross-sell opportunities across commercial, personal, benefits, and specialty lines.
- Support new business efforts by delivering exceptional client experiences and seeking referrals.
- Mentor, guide, and support onboarding of new or junior Account Managers.
- Provide expertise and coaching on coverage concepts, account handling, system workflows, and client communication.
- Participate in or lead team meetings, process improvements, and internal initiatives.
- Maintain accurate and compliant client records within the agency management system.
- Uphold agency standards, policies, and procedures, including confidentiality requirements.
- Maintain all required insurance licenses and continuing education.
Requirements
- Significant professional experience in commercial lines account management and/or sales, with proven ability to manage complex accounts.
- Strong verbal and written communication skills with professional grammar, clarity, and accuracy.
- High degree of critical thinking, with the ability to make independent decisions and solve ambiguous problems.
- Demonstrated proficiency with MS Office and familiarity with Agency Management Systems; Applied Epic preferred.
- Strong math or accounting acumen.
- Ability to adapt quickly to shifting priorities in a fast-paced environment.
- Ability to work independently with supervision only by exception, as well as collaboratively within a team.
- Commitment to maintaining current knowledge of insurance industry trends, coverage developments, and technology.
- Active Property & Casualty license required. Must maintain all required state licenses and pursue continued professional development (e.g., CISR Elite, CIC, or other advanced designations).
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
account managementinsurance principlescoverage structurenegotiationclaims handlingmath acumencritical thinkingproblem solvingclient communicationcross-selling
Soft Skills
relationship managementverbal communicationwritten communicationindependent decision makingadaptabilityteam collaborationmentoringprocess improvementclient experienceprofessionalism
Certifications
Property & Casualty licenseCISR EliteCIC