Hybrid Commercial Lines Account Manager

Posted 2 hours ago

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About the role

  • Commercial Lines Account Manager managing a diverse portfolio of general commercial accounts. Supporting client needs and delivering coverage recommendations at a fintech leader, Acrisure.

Responsibilities

  • Identify opportunities to broaden or enhance coverage based on client needs.
  • Develop coverage summaries and proposal materials for new and renewal business.
  • Prepare premium finance agreements or carrier financing arrangements when needed.
  • Request loss runs and compile loss history summaries.
  • Maintain COI lists and create certificate templates.
  • Review policies for accuracy and consistency with proposals and applications.
  • Review carrier audits, issue invoices, and follow up on additional premiums or discrepancies.
  • Process policy changes and endorsements for clients and carriers.
  • Maintain consistent communication with clients, carriers, and internal teams throughout the marketing, renewal, and servicing process.
  • Assist in cross‑selling and rounding out commercial accounts where appropriate.
  • Build and maintain strong, trust‑based client relationships.
  • Consult with clients on coverage considerations and risk‑mitigation approaches.
  • Recommend Acrisure services or solutions that align with client needs.
  • Maintain accurate, complete client and policy information in agency management systems.

Requirements

  • Active Property & Casualty License required.
  • 3+ years of Commercial P&C experience, preferably handling general commercial accounts within an agency environment.
  • Strong verbal and written communication skills.
  • Ability to read and interpret insurance policies, coverage requirements, contractual documents, and internal workflows.
  • Experience preparing reports, correspondence, and client‑facing documents.
  • Proficiency in Microsoft Outlook, Word, and Excel; strong keyboarding accuracy.
  • Solid analytical and problem‑solving skills, with the ability to adapt to shifting priorities.
  • High attention to detail and accuracy.
  • Reliable, proactive, and able to work effectively under pressure.
  • Professional presence and service‑oriented approach.

Benefits

  • Comprehensive medical insurance, dental insurance, and vision insurance;
  • Life and disability insurance;
  • Fertility benefits;
  • Wellness resources;
  • Paid sick time.
  • Generous paid time off and holidays;
  • Employee Assistance Program (EAP);
  • Complimentary Calm app subscription.
  • Immediate vesting in a 401(k) plan;
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options;
  • Commuter benefits;
  • Employee discount programs.
  • Paid maternity leave and paid paternity leave (including for adoptive parents);
  • Legal plan options;
  • Pet insurance coverage.

Job title

Commercial Lines Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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