Identify and recommend additional lines of coverage or enhancements in coordination with the sales and placement teams
Prepare proposal of coverage options to sales team for presentation
Prepare premium finance contracts and company financing as needed
Prepare loss history: Request loss runs from companies and complete loss summary as needed
Maintain Certificate of Insurance List and create master template for COI’s
Policy Checking
check policies against Proposal/Application in Management System for accuracy and complete checklist
Update as needed making any necessary changes
Review company audits for accuracy, invoice and follow up on additional premiums as required (refer to workflows/procedures)
Process policy changes and/or endorsements to carriers/customers
Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding
Assist in the cross-sell and rounding out of accounts
Develop and maintain client relationships
Consulting with clients regarding their total cost of risk
Provide solutions and Acrisure service recommendations to clients to address their business and insurance needs
Maintain complete and accurate client and policy information in agency management system(s)
Perform other duties as required and/or assigned

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
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
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
Ability to use good judgment and foresight
High school diploma or equivalent
Valid Property & Casualty Insurance License required
Minimum 7 years of experience in Property & Casualty Insurance, preferably in a similar role supporting large commercial accounts, with at least 3 years in agency roles preferred
Applied Epic experience preferred

Senior Account Manager, Commercial Lines

Key skills