Commercial Lines Account Manager

Acrisure • Melbourne, FL

2d • Onsite

About The Position

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.

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
• 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.
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed