Senior Commercial Lines Account Manager - CORE Team

Ansay & Associates•Port Washington, WI

28d

About The Position

UNDER THE DIRECTION OF THE TEAM LEADER, THE SENIOR COMMERCIAL LINES ACCOUNT MANAGER CORE IS RESPONSIBLE FOR PROVIDING ADVANCED SUPPORT IN OBTAINING, MAINTAINING, EXPANDING, AND SERVICING COMMERCIAL LINES SELECT ACCOUNTS. THIS ROLE SERVES AS A SUBJECT MATTER EXPERT (SME) FOR THE COMMERCIAL LINES TEAM AND PLAYS A KEY ROLE IN MENTORING ACCOUNT MANAGERS, SUPPORTING TRAINING INITIATIVES, CONSULTING ON PROCESS IMPROVEMENTS, AND DRIVING OPERATIONAL EXCELLENCE. THE SENIOR ACCOUNT MANAGER WORKS COLLABORATIVELY WITH PRODUCERS, LEADERSHIP, AND INTERNAL TEAMS TO ENSURE BEST PRACTICES, CONSISTENCY IN SERVICE DELIVERY, AND A HIGH LEVEL OF CLIENT SATISFACTION. THIS POSITION MAY BE LOCATED IN ANY OF OUR OFFICE LOCATIONS

Requirements

Minimum of 5+ years of Commercial Lines insurance experience, preferably within an independent agency environment preferred.
Demonstrated advanced knowledge of commercial lines products, coverage analysis, and carrier underwriting requirements.
Proven ability to mentor, train, and support the development of team members.
Experience identifying and recommending process improvements and best practices.
Strong communication skills, both verbal and written.
Highly detail oriented with strong analytical and problem-solving skills.
Self-starter with the ability to think strategically and work independently.
Team-oriented with a positive, collaborative “Can Do” attitude.
Technical proficiency
Communication and interpersonal skills
Problem-solving and decision-making
Organization and attention to detail

Nice To Haves

Bachelor’s degree (from an accredited university) in Business or related field preferred.
Property & Casualty license - preferred
Professional designation such as CISR, CIC, CRM, or equivalent preferred (or willingness to obtain).

Responsibilities

Provide, with a positive attitude, a high level of expertise and leadership in obtaining, maintaining, expanding, and servicing commercial accounts.
Serve as a subject matter expert for Commercial Lines coverage, carrier requirements, and industry best practices.
Provide mentorship, guidance, and training to team members to support their professional development and ensure consistency in service delivery.
Partner with leadership to identify, recommend, and implement process improvements that increase efficiency, enhance client service, and support operational excellence.
Act as a resource for complex client situations, coverage questions, and escalated service issues.
Assist Producers in handling and processing new commercial lines business, particularly for more complex or high-value accounts.
Review renewal requests, endorsements, audits, and policy documents for accuracy, completeness, and coverage adequacy.
Prepare and review Auto ID Cards, Evidence of Property, Summaries of Insurance, Certificates of Insurance, and Binders.
Obtain renewal information requested by company underwriters and assist with renewal strategy as needed.
Prepare pre-renewal packets and maintain underwriting and marketing information by carrier.
Review company-issued new and renewal policies for accuracy in rating, forms, endorsements, and coverages.
Review all ACORD applications for accuracy and completeness.
Work with accounting to invoice all premium-bearing agency bill transactions.
Handle telephone requests and written miscellaneous correspondence (e.g., bank requests).
Process cancellation requests and assist with retention strategies when appropriate.
Stay current on insurance forms, market trends, and coverage changes through bulletins, circulars, and continuing education.
Assist with claims processing and follow-up when needed.
Service commercial lines accounts in a manner that eliminates gaps in coverage and reduces E&O exposure.
Provide prompt, accurate, and courteous service to customers, producers, and carrier partners.
Support account rounding and cross-selling initiatives by identifying additional coverage opportunities.
Remarket existing business when necessary, based on market conditions, coverage needs, or client requests.
Actively contribute to a culture of continuous improvement, collaboration, and professional development in alignment with The Ansay Way.
Additional duties as assigned