Commercial Lines Account Manager

Responsibilities:
Perform daily service on assigned task byClient Advisorsand/or Account Executives with the agencys written procedures including but not limited to:

• Lead day-to-day service and stewardshipof a designated book of large and complex commercial accounts ensuring all client needs are addressed in alignment with agency procedures and service standards.

• Oversee and execute the full renewal lifecycle including data collection exposure analysis marketing strategy development carrier negotiations and delivery of comprehensive renewal proposals.

• Manage new business marketing efforts collaborating with Producers and Account Executives to design placement strategies prepare carrier submissions evaluate quotes and secureoptimalprogram structures.

• Review and analyze policy audits ensuringaccuracyand proactively addressing discrepancies with carriers and clients.

• Ensure accuracy and completeness of all policy documents endorsements and binders confirming coverage terms reflect negotiated and ordered conditions.

• Provide expert-level client support responding promptly to inquiries carrier requests and service needs while delivering proactive guidance to strengthen client relationships.

• Issue and manage certificates endorsements policies ID cards and other coverage documents ensuring compliance andtimelydelivery.

• Maintain precise documentationof all client activities communications and transactions within the agency management system (Applied EPIC) ensuring data integrity and audit readiness.

• Utilize agency technology platforms including upload/download and interface capabilities to enhance workflow efficiency and accuracy.

• Serve as a strategic partner to Producers and Account Executives communicating key account developmentsidentifyingpotential service issues and elevating risks or concerns to leadership whenappropriate.

• Stay current on industry trends carrier appetites and underwriting guidelines applying sound judgment and market knowledge to support client placements and coverage recommendations.

• Maintain deepexpertisein commercial insurancecoveragesand policy language ensuring the ability to advise clients on program structure coverage adequacy and emerging exposures.

• Support continuous improvement initiatives including workflow enhancement training and cross-functional collaboration while providing mentorship to junior team members as needed.

• Performadditionalduties and serve as backup supportfor other team members or functions as requested by leadership.

Requirements:

• 5years experiencewith Commercial Lines Property & Casualty

• Strong organizational skills- ability to prioritize and be proactive

• Computer skills specifically Microsoft WordOutlookand Excel

• Excellent verbal and written communication skills as well as strong interpersonal skills

• Mathematical Skills: Ability to calculate figures and amounts such as discounts interest premiums commissions proportions and percentages

• Reasoning Skills: Ability to solve practical problems interpret a variety of instructions and deal with a variety of variablesfurnishedin written oraldiagramor schedule form

• Applied Systems / EPIC experience a plus

Education/Experience:

• High School diplomaAssociate Degreeor higher preferred.

• Active Property & Casualty License

• CRIS CPCU or special training course completiona plus.