Senior Account Manager, Commercial Lines

Responsibilities

Identify and recommend additional lines of coverage or enhancements in coordination with the sales and placement teams

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

Requirements

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

High school diploma or equivalent

Valid Property & Casualty Insurance License required

Minimum 7 years of experience in Property & Casualty Insurance, preferably in a similar role supporting large commercial accounts, with at least 3 years in agency roles preferred

Applied Epic experience preferred

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