Commercial Lines Account Manager - Transportation

Acrisure

Fort Myers (FL)

On-site

USD 65,000 - 90,000

Full time

3 days ago

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Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off

Wellness resources

Job summary

Acrisure in Fort Myers, FL is seeking an experienced Commercial Insurance Account Manager to serve mid-size to large accounts, coordinating with client advisors and carriers to optimize coverage, risk strategy and overall cost.

You will provide day-to-day client service, manage claims progress, review exposures, round out portfolios, mentor junior staff, and ensure compliance with agency standards while maintaining confidentiality.

Qualifications

Bachelor’s degree or equivalent and 5+ years commercial insurance experience.
Hold and maintain a state Property and Casualty license.
Pursue and maintain CISR elite, CIC or other advanced designations.

Responsibilities

Establish and maintain strong client relationships across mid-size to large accounts.
Collaborate with client advisors to review exposures and market the best coverage options.
Provide day-to-day service and timely responses to client questions and claims progress.
Support portfolio reviews, confidentiality, and adherence to agency standards.

Skills

Communication skills

Math / accounting skills

Critical thinking

Attention to detail

Adaptability

MS Office proficiency

Agency Management Systems

Applied Epic knowledge

Education

Bachelor’s degree or equivalent

5+ years commercial insurance experience

State Property & Casualty license

CISR/CIC or advanced designations

Tools

Applied Epic

MS Office

Job description

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

About Acrisure

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Responsibilities

Establish and maintains a strong relationship and assists the client advisors in making decisions on account updates and coverage for accounts ranging from mid-size to large 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 clients' risk.
Provide day-to-day service, anticipate customers' 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 customers' 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 customers' 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.
Hold and maintain appropriate state Property and Casualty Insurance License in state worked
Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations).

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 communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

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 paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud

Please visit here to learn more about our Recruitment Fraud Notice.

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