Account Manager, Commercial Lines

Acrisure•Leesburg, FL

19h•Onsite

About The Position

The Commercial Lines Account Manager is responsible for policy maintenance and service for an assigned portion of accounts, supporting a book of business consisting of condominiums and HOAs. The role focuses on client retention, day-to-day service, strong client relationships, and marketing and servicing accounts in accordance with platform objectives and procedures. The Account Manager contributes to profitable growth through retention and renewal goals, proactive account rounding, coverage and limit upselling, and exceptional client service. The position supports collaboration, team leadership, and cross-functional partnership, with an on-site presence expected.

Requirements

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 solutions are not readily apparent.
Attention to detail and ability to produce outcomes with minimal errors.
Ability to adapt to changing directions 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.
Compliance with continuing education requirements for agent licensing and professional designations.
Keep current with industry information, production information, coverages, and technology to continually improve knowledge.
Bachelor’s degree and/or at least 5 years of commercial insurance experience, or a recognized equivalent.
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 experience is a plus.

Responsibilities

Build and maintain strong client relationships and assist client advisors with account updates and coverage decisions for accounts of moderate complexity.
Work with client advisors to review client exposures and insurance programs, and assess carrier suitability based on coverage, protection, and cost.
Collaborate with client advisors to market and quote accounts and prepare client proposals addressing risk management and insurance needs.
Provide day-to-day service, anticipate client needs, and respond to questions and issues promptly.
Handle initial claim reports and follow up to ensure claims progress appropriately and client needs are met.
Monitor carrier activities, including policy endorsements and claims, to ensure carriers fulfill their responsibilities to clients.
Complete account reviews.
Seek opportunities to round out clients’ insurance portfolios, including additional commercial and personal lines where applicable, and maintain customer records according to procedures.
Keep clients informed about pending changes in the insurance industry that may affect their coverage.
Complete other tasks as directed by platform management.
Communicate in a timely, professional, and accurate manner with clients, team members, and carrier representatives.
Maintain the confidentiality of client records and communications.
Seek client referrals and follow up 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.