Senior Account Manager Commercial Lines

Acrisure•Naples, FL

1d•Onsite

About The Position

The Senior Account Manager is a senior-level role in the Large Commercial Lines space and serves as the primary point of contact for assigned clients. The role provides day-to-day service and stewardship for a designated book of large and complex commercial accounts, and may support Account Executives with clients requiring extensive administrative service. The position partners with Producers and Account Executives to manage renewals, new business marketing and placement, policy documentation, client service, and account administration in accordance with agency procedures and service standards. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 5 years of Commercial Lines Property & Casualty experience.
Strong organizational skills and the ability to prioritize and be proactive.
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 a variety of 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 of a designated book of large and complex commercial accounts, ensuring client needs are addressed in alignment with agency procedures and service standards.
Oversee the full renewal lifecycle, including data collection, exposure analysis, marketing strategy development, carrier negotiations, and delivery of renewal proposals.
Manage new business marketing efforts with Producers and Account Executives, including placement strategies, carrier submissions, quote evaluation, and securing program structures.
Review and analyze policy audits, ensuring accuracy and addressing discrepancies with carriers and clients.
Ensure policy documents, endorsements, and binders are accurate and complete, with coverage terms reflecting negotiated and ordered conditions.
Respond to client inquiries, carrier requests, and service needs promptly, providing proactive guidance to strengthen client relationships.
Issue and manage certificates, endorsements, policies, ID cards, and other coverage documents, ensuring compliance and timely delivery.
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 by communicating account developments, identifying potential service issues, and escalating risks or concerns to leadership when appropriate.
Stay current on industry trends, carrier appetites, and underwriting guidelines, applying market knowledge to support 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 continuous improvement, workflow enhancement, training, and cross-functional collaboration, and provide mentorship to junior team members as needed.
Perform additional duties and provide backup support for other team members or functions as requested by leadership.
Perform daily service on assigned tasks from Client Advisors and/or Account Executives in accordance with the agency's written procedures.