Commercial Lines Account Manager

Acrisure; Leesburg (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Acrisure is seeking a Commercial Lines Account Manager in Florida (Leesburg) to maintain policies and service a book of accounts, focusing on retention and renewal goals. The role involves working closely with client advisors to assess exposures, quote coverage, and propose optimal solutions.

The position emphasizes strong client service, up-selling opportunities, and collaborative teamwork, with on-site collaboration and ongoing professional development.

Qualifications

• Bachelor's degree and/or 5+ years of commercial insurance experience required.
• On-site presence required for collaboration and leadership.
• Strong communication and math skills, attention to detail.

Responsibilities

• Establish and maintain strong client relationships and advise on account updates.
• Collaborate with client advisors to review exposures and insurance programs for assigned clients.
• Market, quote, and prepare proposals for clients from a risk management and insurance perspective.
• Provide day-to-day service and respond to client questions promptly.
• Handle initial claims reports and ensure proper progression and client satisfaction.
• Monitor carrier activities and endorsements to ensure coverage and service levels.
• Perform account reviews and seek referrals for additional business.
• Maintain confidentiality of client records and communications.

Skills

Communication skills

Attention to detail

Problem solving

Team collaboration

Customer service

Education

Bachelor's degree

5+ years commercial insurance experience

Tools

Applied Epic

MS Office

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

About The Role

The Commercial Lines Account Manager will have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages and by providing extraordinary client service. This position will support a book of business consisting of Condominimiums and HOAs.

Responsibilities

• Establish and maintains a strong relationship and assists the client advisors in making decisions on account updates and coverage for accounts with moderate complexities.
• Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost.
• Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the "best" way to manage the customer's risk.
• Provide day-to-day service, anticipate customer's needs, and respond to client issues/questions in a timely manner.
• Handles initial report of claims and following up to ensure that the claim is properly progressing, and customer's needs are being met.
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.).
• Complete account reviews.
• Attempt to round-out each customer's insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable and maintain customer records in accordance with procedures.
• Keeps customers up to date on "pending changes" in the insurance world that may impact their insurance coverage.
• Assists or completes other tasks as directed by platform management.
• Provide timely, professional, accurate communication to client, team, and carrier representatives.
• Keep and maintain confidentiality of client records and communication.
• Seeks referrals from clients and follows through to help generate new business.
• Refers current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
• Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
• Comply with agency standards, policies, and procedures.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Able to function independently and as part of a team.
• Complies with continuing education requirements for agent licensing as well as professional designations.
• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Education/Experience

Bachelor's degree's degree and/or 5+ years commercial insurance experience or recognized equivalent is required.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the co