Onsite Senior Account Manager – Large Commercial Lines

Posted 2 hours ago

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About the role

  • Senior Account Manager overseeing large and complex commercial accounts for Acrisure in Florida. Responsible for ensuring clients' needs are met while adhering to agency procedures.

Responsibilities

  • Perform daily service on assigned task by Client Advisors and/or Account Executives with the agency’s written procedures including, but not limited to: Lead day-to-day service and stewardship of 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 secure optimal program structures
  • Review and analyze policy audits, ensuring accuracy and 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 and timely delivery
  • Maintain precise documentation of 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 developments, identifying potential service issues, and elevating risks or concerns to leadership when appropriate
  • Stay current on industry trends, carrier appetites, and underwriting guidelines, applying sound judgment and market knowledge to support client placements and coverage recommendations
  • Maintain deep expertise in commercial insurance coverages and 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
  • Perform additional duties and serve as backup support for other team members or functions, as requested by leadership

Requirements

  • 5+ years experience in the Real Estate/Condo market in the state of Florida required
  • Active Commercial Lines Property & Casualty license required
  • Strong organizational skills- ability to prioritize and be proactive
  • Computer skills, specifically Microsoft Word, Outlook and 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 variables furnished in written, oral, diagram or schedule form
  • Applied Systems / EPIC experience a plus

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

Senior Account Manager – Large Commercial Lines

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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