Senior Account Manager, Commercial Lines

Risk Strategies • Remote - Wisconsin, WI

1d • Onsite

About The Position

The primary role of the Senior Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The SAM should have a deep understanding of coverage and insurance programs, but their focus includes a significant amount of time spent on system activity and communication with the client via email, phone or in person. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity. The SAM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

Requirements

• 5+ Years of experience in a Property & Casualty brokerage environment
• Hold Insurance licenses as required by the Company
• Deep technical knowledge of Property & Casualty business
• Understanding of agency processes and procedures
• Strong understanding of Agency Management systems
• Knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
• The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations.
• This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment.
• Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.

Responsibilities

• Execute renewal strategies with Producer/AE, including market selection, claims analysis, exposure gathering, and end-to-end placement (submission through binding)
• Manage a portfolio of accounts, producing high-quality submissions, loss exhibits, proposals, and supporting marketing efforts
• Serve as primary client contact, resolving daily inquiries, managing policy changes, and delivering responsive, high-touch service
• Coordinate service operations including certificates, invoicing, endorsements, audits, and vendor/associate workflows
• Maintain accurate system-of-record data, ensuring all communications, documentation, and compliance standards are consistently met
• Support risk and claims activity, including basic contract reviews, loss run retrieval, claim reporting guidance, and large-claim coordination
• Oversee billing and accounting processes, including policy setup, invoice requests, A/R follow-up, discrepancy resolution, and client refunds
• Strengthen carrier/wholesaler partnerships, support retention and new business goals, drive market strategy initiatives, and uphold compliance and corporate engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed