Commercial Lines Account Manager

Responsibilities

• Coverage & Proposal Management
• Identify and recommend additional lines of coverage or enhancements in coordination with the team.
• Prepare proposals of coverage options for the sales team.
• Prepare premium finance contracts and company financing as needed.
• Policy & Documentation
• Request loss runs and prepare loss history summaries.
• Maintain Certificate of Insurance (COI) list and create master templates.
• Check policies against proposals/applications for accuracy and update as needed.
• Review company audits for accuracy, invoice, and follow up on additional premiums.
• Process policy changes and endorsements for carriers/customers.
• Client Communication & Relationship Management
• Maintain effective communication with internal teams throughout the marketing and binding process.
• Assist in cross-selling and rounding out accounts.
• Develop and maintain strong client relationships.
• Consult with clients on their total cost of risk.
• Provide solutions and Acrisure service recommendations to meet client needs.
• Data & System Management
• Maintain complete and accurate client and policy information in agency management systems.

Requirements

• 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
• Education and Experience:
• 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.
• 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.
• #LI-Hybrid
• #LI-Remote
• #LI-SS1
• Pay Details:
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
• Why Join Us:
• At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
• Employee Benefits
• We also offer our employees

Benefits

Additional Information

Job Description Department: Transportation Industry Accounts Location: Cleveland, OH | Melbourne, FL OR Remote (Florida, Ohio, Texas) About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: Join our team as a Commercial Lines Account Manager, where you'll play a key role in supporting our transportation industry accounts. In this role, you will: Apply creative analysis strategies using carrier partnerships, coverage options, and specialized programs to enhance client retention. Contribute to agency revenue growth while ensuring clients receive tailored solutions that meet their unique needs. This is an opportunity to work in a dynamic environment where your expertise helps keep businesses moving forward.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Acrisure? Share your experience