Senior Account Manager Commercial Lines

Acrisure•Maitland, FL

11d•Onsite

About The Position

The Senior Account Manager is a senior-level role within Large Commercial Lines and serves as the primary point of contact for assigned clients. The role leads day-to-day service and stewardship of a designated book of large and complex commercial accounts, ensuring client needs are handled in accordance with agency procedures and service standards. The position may also support Account Executives with clients requiring extensive administrative service. The role manages commercial insurance renewals and new-business marketing, including exposure analysis, carrier negotiations, placement strategies, quote evaluation, and proposal delivery. It provides expert client support and guidance on program structure and coverage adequacy; manages policy documents and service requests; and maintains accurate client records in Applied EPIC. The Senior Account Manager partners with Producers and Account Executives, stays current on carrier and industry developments, supports process improvement, and may mentor junior team members. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 5 years of experience with Commercial Lines Property & Casualty.
Strong organizational skills, including the ability to prioritize and work proactively.
Computer skills, specifically Microsoft Word, Outlook, and Excel.
Excellent verbal and written communication and interpersonal skills.
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Ability to solve practical problems, interpret varied instructions, and deal with variables presented in written, oral, diagram, or schedule form.
Active Property & Casualty license.
High school diploma.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Applied Systems / EPIC experience.
Associate degree or higher.
CRIS, CPCU, or completion of a special training course.

Responsibilities

Lead day-to-day service and stewardship for a designated book of large and complex commercial accounts.
Manage the full renewal lifecycle, including data collection, exposure analysis, marketing strategy development, carrier negotiations, and renewal proposal delivery.
Manage new-business marketing with Producers and Account Executives by developing placement strategies, preparing carrier submissions, evaluating quotes, and securing program structures.
Review and analyze policy audits, addressing discrepancies with carriers and clients.
Ensure policy documents, endorsements, and binders are accurate and complete and reflect negotiated and ordered coverage terms.
Respond promptly to client inquiries, carrier requests, and service needs, and provide proactive guidance to strengthen client relationships.
Issue and manage certificates, endorsements, policies, ID cards, and other coverage documents, ensuring timely delivery and compliance.
Document client activities, communications, and transactions in Applied EPIC, maintaining data integrity and audit readiness.
Use agency technology platforms, including upload/download and interface capabilities, to improve workflow efficiency and accuracy.
Partner with Producers and Account Executives, communicate account developments, identify service issues, and escalate risks or concerns to leadership when appropriate.
Stay current on industry trends, carrier appetites, and underwriting guidelines, applying market knowledge to client placements and coverage recommendations.
Maintain expertise in commercial insurance coverages and policy language to advise clients on program structure, coverage adequacy, and emerging exposures.
Support workflow improvement, training, and cross-functional collaboration, and mentor junior team members as needed.
Perform additional duties and provide backup support for other team members or functions as requested by leadership.
Perform assigned daily service tasks in accordance with agency written procedures.