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)
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