Senior Comercial Account Manager

Responsibilities

• Perform daily service on assigned tasks by Client Advisors and/or Account Executives with the agency’s written procedures.
• 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 with Commercial Lines Property & Casualty 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

Qualifications

• High School diploma required, Associate Degree or higher preferred
• Active Property & Casualty License required
• CRIS, CPCU or special training course completion a plus

Skills

• Commercial Insurance Expertise
• Client Relationship Management
• Policy Administration
• Collaboration and Team Leadership
• Continuous Improvement

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, 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 leave and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Pay

TBD

Schedule

Varies