Senior Commercial Lines Account Manager

Acrisure•Santa Rosa, CA

4d•Onsite

About The Position

We are seeking a Senior Commercial Lines Account Manager to join our team. This role serves as a trusted advisor and primary point of contact for a portfolio of commercial insurance clients, delivering exceptional service and strategic account management. The Senior Account Manager is responsible for managing complex client relationships, developing coverage strategies, and ensuring clients' insurance programs align with their evolving business needs. As an experienced individual contributor, the Senior Account Manager applies advanced insurance knowledge and sound judgment to analyze risk exposures, recommend solutions, and resolve complex coverage issues. This role requires the ability to work independently while collaborating with internal teams, carriers, and clients to deliver proactive service, strengthen client retention, and support overall account growth. The ideal candidate demonstrates a deep understanding of commercial insurance principles, strong relationship-building skills, and the ability to develop creative solutions to meet unique client needs.

Requirements

Strong organizational skills- the ability to discern priority and initiative.
Computer skills, specifically Microsoft Word, Outlook, and Excel
Excellent verbal and written communication skills as well as strong people 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 a variety of variables furnished in written, oral, diagram or schedule form.
Know and apply principles of insurance to everyday situations.
High School diploma required.
Minimum of 4 years of experience in commercial lines and/or industry required.
Active Property & Casualty License Required.

Nice To Haves

Applied Systems / EPIC experience is a plus.
CPCU or special training course completion is a plus.

Responsibilities

Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Develop coverage strategies and plans as necessary.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Review new/renewal policies and endorsements to ensure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download, and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers.
Maintain knowledge of policy provisions and any changes in these provisions.
Complete other functions and assignments assigned including backup duties.