Commercial Insurance Account Manager

The role of the Commercial Lines Account Manager is the support of the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage, and programs to facilitate client retention and the production of agency revenue.

Essential Duties and Responsibilities:

• Participate in marketing strategy with sales and service team to establish clear marketing strategy and timeline.
• Prepare marketing submissions in accordance with Acrisure guidelines and effectively communicate with underwriters and internal staff critical updates as needed.
• Identify and leverage all marketing resources to include carrier direct appointments, wholesalers, and brokers, and Acrisure resources.
• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team.
• Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue.
• Prepare proposal of coverage options to sales team for presentation.
• Prepare premium finance contracts and company financing as needed.
• Prepare loss history: Request loss runs from companies and complete loss summary as needed.
• Maintain Certificate of Insurance List and create master template for COI’s.
• Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes.
• Review company audits for accuracy, invoice and follow up on additional premiums as required (refer to workflows/procedures).
• Process policy changes and/or endorsements to carriers/customers
• Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding.
• Assist in the cross-sell and rounding out of accounts.
• Develop and maintain client relationships.
• Consulting with clients regarding their total cost of risk.
• Provide solutions and Acrisure service recommendations to clients to address their business and insurance needs.
• Maintain complete and accurate client and policy information in agency management system(s).
• Perform other duties as required and/or assigned.

Core Competencies:

To be successful, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to effectively communicate in both verbal and written formats, externally and internally.
• Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.
• Ability to author routine reports and correspondence.
• Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.
• Ability to anticipate and solve practical problems or resolve issues.
• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
• Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Strong attention to detail and good proofreading skills.
• Excellent skills in reliability, initiative, and stress tolerance.
• Ability to perform in a professional appearance and manner.
• Ability to use good judgment and foresight.

Education, Certificates, Licenses, Registrations:

• High school diploma or equivalent
• Valid Property & Casualty Insurance License required.
• 3+ years of experience in Commercial Property & Casualty Insurance, preferably in a similar role, with at least 3 years in agency roles

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