Senior Commercial Lines Account Lead - Hybrid/Remote

UCG Staffing; Atlanta (GA); Hybrid; USD 115,000 - 145,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off and holidays

Licensing and designation costs

Job summary

UCG Staffing seeks a Senior Commercial Lines Account Manager to own the service relationship for a mid-sized to large book across diverse industries. You will handle renewals, marketing, coverage analysis and day-to-day servicing as the primary client contact among clients, producers and carriers.

You'll work with considerable independence, mentor junior staff, and report to the Commercial Lines Service Manager or Director, influencing account strategy and ensuring service excellence for key

Qualifications

• Minimum 5+ years of commercial lines account management experience at an agency, brokerage or carrier.
• Active state Property & Casualty license or ability to obtain within 90 days of hire.
• Proven ability to manage a book of middle-market accounts, including renewals and remarketing.
• Strong working knowledge of commercial coverage forms, endorsements and underwriting practices.
• Experience with an agency management system such as Applied Epic, AMS360 or Vertafore Sagitta.
• Bachelor's degree in business, finance, risk management or a related field is preferred.
• Professional designations CIC, CRM, CPCU, AAI or CISR are desirable.
• Experience servicing a generalist book across a range of industries such as construction, transportation, real estate, manufacturing and professional services.
• Experience marketing accounts through wholesale and E&S markets.
• Prior experience mentoring or supervising service staff.

Responsibilities

• Serve as the primary service contact for an assigned book of commercial accounts.
• Build lasting client relationships through proactive communication, stewardship meetings and annual coverage reviews.
• Handle mid-term changes: endorsements, certificates of insurance, additional insureds, auto ID cards and evidence of property.
• Resolve billing, audit and coverage questions with clients and carriers.
• Manage the full renewal cycle, starting 90 to 120 days before expiration.
• Market accounts, negotiate terms and pricing with underwriters, and compare quotes.
• Prepare proposals and renewal summaries, and present them to clients alongside or on behalf of producers.
• Review policies for accuracy against quotes, binders and client needs.
• Identify coverage gaps and cross-sell opportunities, and recommend solutions.
• Mentor and train account managers and assistants; review their work on complex accounts.

Skills

Policy language

Negotiation

Client communication

Organization

Problem solving

Leadership

Technology tools

Education

High school diploma

Bachelor's degree

CIC designation

CRM designation

CPCU designation

AAI designation

CISR designation

Tools

Applied Epic

AMS360

Vertafore Sagitta

Job description

UCG Staffing seeks a Senior Commercial Lines Account Manager to own the service relationship for a mid-sized to large book across diverse industries. You will handle renewals, marketing, coverage analysis and day-to-day servicing as the primary client contact among clients, producers and carriers.

You'll work with considerable independence, mentor junior staff, and report to the Commercial Lines Service Manager or Director, influencing account strategy and ensuring service excellence for key