Commercial Lines Account Manager managing a diverse portfolio of general commercial accounts. Supporting client needs and delivering coverage recommendations at a fintech leader, Acrisure.
Responsibilities
Identify opportunities to broaden or enhance coverage based on client needs.
Develop coverage summaries and proposal materials for new and renewal business.
Prepare premium finance agreements or carrier financing arrangements when needed.
Request loss runs and compile loss history summaries.
Maintain COI lists and create certificate templates.
Review policies for accuracy and consistency with proposals and applications.
Review carrier audits, issue invoices, and follow up on additional premiums or discrepancies.
Process policy changes and endorsements for clients and carriers.
Maintain consistent communication with clients, carriers, and internal teams throughout the marketing, renewal, and servicing process.
Assist in cross‑selling and rounding out commercial accounts where appropriate.
Build and maintain strong, trust‑based client relationships.
Consult with clients on coverage considerations and risk‑mitigation approaches.
Recommend Acrisure services or solutions that align with client needs.
Maintain accurate, complete client and policy information in agency management systems.
Requirements
Active Property & Casualty License required.
3+ years of Commercial P&C experience, preferably handling general commercial accounts within an agency environment.
Strong verbal and written communication skills.
Ability to read and interpret insurance policies, coverage requirements, contractual documents, and internal workflows.
Experience preparing reports, correspondence, and client‑facing documents.
Proficiency in Microsoft Outlook, Word, and Excel; strong keyboarding accuracy.
Solid analytical and problem‑solving skills, with the ability to adapt to shifting priorities.
High attention to detail and accuracy.
Reliable, proactive, and able to work effectively under pressure.
Professional presence and service‑oriented approach.
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance;
Life and disability insurance;
Fertility benefits;
Wellness resources;
Paid sick time.
Generous paid time off and holidays;
Employee Assistance Program (EAP);
Complimentary Calm app subscription.
Immediate vesting in a 401(k) plan;
Health Savings Account (HSA) and Flexible Spending Account (FSA) options;
Commuter benefits;
Employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents);
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