Account Manager Commercial Lines

Acrisure South Insurance Services, LLC•Dunwoody, GA

4d•Onsite

About The Position

The Commercial Lines Account Manager is primarily responsible for policy maintenance and service for an assigned portion of accounts. The role supports client retention by managing day-to-day service needs and building strong client relationships. It markets and services accounts in line with platform objectives and procedures and contributes to profitable growth through retention and renewal goals, proactive account rounding, coverage and limit upselling, and exceptional client service. The Account Manager works with client advisors to review client exposures and insurance programs, evaluate carrier fit, market and quote accounts, and prepare proposals that address customers’ risk management and insurance needs. The role handles customer service and initial claim reporting, monitors carrier performance, maintains client records, and supports cross-selling, referrals, and new business generation. It may also coach and mentor junior commercial lines team members and lead meetings or initiatives. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence.
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 changing direction and priorities in a fast-paced environment.
Advanced proficiency with a variety of technology, including MS Office.
Knowledge of Agency Management Systems; Applied Epic is a plus.
Ability to work independently and as part of a team.
Maintain continuing education requirements for agent licensing and professional designations.
Stay current on industry information, new production information, coverages, and technology.
Bachelor’s degree and/or at least five years of commercial insurance experience, or 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.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Knowledge of Applied Epic.
CISR Elite, CIC, or another advanced professional designation.

Responsibilities

Establish and maintain strong client relationships and assist client advisors with account updates and coverage decisions for accounts of moderate complexity.
Collaborate with client advisors to review client exposures and insurance programs and evaluate whether carriers are an appropriate fit based on coverage, protection, and cost.
Work with client advisors to market and quote accounts and prepare client proposals addressing risk management and insurance needs.
Provide day-to-day service, anticipate customer needs, and respond to client issues and questions 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 responsibilities to customers are fulfilled, including policy endorsements and claims.
Complete account reviews.
Round out customers’ insurance portfolios by soliciting additional commercial and personal lines coverage where applicable, and maintain customer records in accordance with procedures.
Keep customers informed about pending insurance-industry changes that may affect their coverage.
Complete other tasks as directed by platform management.
Provide timely, professional, and accurate communication to clients, team members, and carrier representatives.
Maintain the confidentiality of client records and communications.
Seek referrals from clients 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 potentially lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.