Senior Account Manager, Commercial Lines

About the role

A senior-level Account Manager within the Large Commercial Lines space serves as the primary point of contact for clients and performs routine responsibilities while occasionally supporting Account Executives with clients requiring extensive administrative service.

Responsibilities

• 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 of experience with Commercial Lines Property & Casualty.
• Strong organizational skills and ability to prioritize proactively.
• Proficiency in Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication skills, along with strong interpersonal skills.
• Mathematical skills to calculate figures such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning skills to solve practical problems, interpret instructions, and handle variables in written, oral, diagram, or schedule form.
• Applied Systems/EPIC experience is a plus.

Qualifications

• High School diploma required; Associate Degree or higher preferred.
• Active Property & Casualty License required.
• CRIS, CPCU, or completion of special training courses is a plus.
• Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Benefits

• Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.