Account Manager Commercial Lines

Acrisure•Evans, GA

7d•Onsite

About The Position

The Commercial Lines Account Manager is responsible for policy maintenance and service for an assigned portion of accounts. The role focuses on retaining clients by managing day-to-day service needs and building strong client relationships. The Account Manager markets and services accounts in accordance with platform objectives and procedures, and contributes to profitable growth by meeting retention and renewal goals, rounding out accounts, identifying opportunities to increase limits or coverage, and providing exceptional client service. The Account Manager works with client advisors to review client exposures and insurance programs, evaluate carrier fit, and prepare risk-management and insurance proposals. The role also handles initial claim reports and follow-up, monitors carrier service, maintains customer records and confidentiality, and supports referrals and cross-selling opportunities. The position may include coaching and mentoring junior commercial lines colleagues and leading team meetings or initiatives. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Acrisure describes itself as a global fintech leader serving businesses and individuals with insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and other solutions. The company states that it employs more than 19,000 colleagues in over 20 countries.

Requirements

Bachelor’s degree and/or at least 5 years of commercial insurance experience, or a recognized equivalent.
Hold and maintain the appropriate state Property and Casualty Insurance License.
Initiate, obtain, and maintain an advanced designation such as CISR Elite, CIC, or another advanced designation.
Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation.
Strong understanding of accounting or strong math skills.
Strong critical-thinking and problem-solving ability, including when answers are not readily apparent.
Attention to detail and ability to produce outcomes with minimal errors.
Ability to adapt to changes in direction and priorities in a fast-paced environment.
Advanced proficiency with a variety of technology, including Microsoft Office.
Ability to function independently and as part of a team.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Knowledge of agency management systems; Applied Epic is a plus.

Responsibilities

Establish and maintain strong client relationships and assist client advisors with decisions about account updates and coverage for accounts of moderate complexity.
Collaborate with client advisors to review client exposures and insurance programs and assess whether carriers offer the best fit in coverage, protection, and cost.
Work with client advisors to market and quote accounts and prepare client proposals from risk-management and insurance perspectives.
Provide day-to-day client service, anticipate customer needs, and respond to questions and issues in a timely manner.
Handle initial claim reports and follow up to ensure claims progress appropriately and customer needs are met.
Monitor carrier activities to ensure carriers fulfill their responsibilities, including policy endorsements and claims handling.
Complete account reviews.
Seek opportunities to round out customers’ insurance portfolios, including additional commercial and personal lines where applicable, and maintain customer records according to procedures.
Keep customers informed about pending changes in the insurance industry that may affect their coverage.
Complete other tasks as directed by platform management.
Communicate with clients, team members, and carrier representatives in a timely, professional, and accurate manner.
Maintain the confidentiality of client records and communications.
Seek client referrals and follow through to help generate new business.
Refer current and prospective clients to the Benefits Department and Personal Insurance for solicitation of those lines of business.
Coach and mentor junior commercial lines team members and, as needed, lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.
Maintain agent licensing continuing-education requirements and professional designations.
Keep informed about industry developments, production information, coverages, and technology to improve knowledge and remain current.