Senior Commercial Lines Account Manager

Acrisure; San Jose (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Acrisure is a leading global fintech solutions provider for insurance products and services. The Senior Commercial Lines Account Manager will serve as trusted advisor for a portfolio of commercial clients, delivering strategic account management and risk coverage strategies while coordinating with carriers and internal teams.

The ideal candidate has at least four years in commercial lines, an active Property & Casualty license, and proficiency with Applied Systems/EPIC along with Word, Outlook,

Qualifications

• Strong organizational skills and initiative.
• Proficiency with Word, Outlook, and Excel.
• Excellent verbal and written communication and people skills.
• Ability to calculate discounts, premiums, commissions, and percentages.
• Applied Systems / EPIC experience is a plus.
• Knowledge of insurance principles and license requirements.

Responsibilities

• Manage a portfolio of commercial insured clients with proactive service.
• Quote, issue policies, endorsements, certificates, renewals, and correspondence.
• Develop coverage strategies and plans as needed.
• Support insurance marketing and sales activities.
• Maintain accuracy of client data in Applied Systems / EPIC.
• Document activities and keep producers informed of key actions.

Skills

Strong organizational skills

Excellent verbal and written comms

People skills

Problem solving

Education

High School diploma

Property & Casualty License

CPCU or related training

Tools

Applied Systems / EPIC

Microsoft Word

Outlook

Excel

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.

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.

Job Summary

We are seeking a Senior Commercial Lines Account Manager to join our team. This role serves as a trusted advisor and primary point of contact for a portfolio of commercial insurance clients, delivering exceptional service and strategic account management. The Senior Account Manager is responsible for managing complex client relationships, developing coverage strategies, and ensuring clients' insurance programs align with their evolving business needs.

As an experienced individual contributor, the Senior Account Manager applies advanced insurance knowledge and sound judgment to analyze risk exposures, recommend solutions, and resolve complex coverage issues. This role requires the ability to work independently while collaborating with internal teams, carriers, and clients to deliver proactive service, strengthen client retention, and support overall account growth. The ideal candidate demonstrates a deep understanding of commercial insurance principles, strong relationship-building skills, and the ability to develop creative solutions to meet unique client needs.

Responsibilities

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Develop coverage strategies and plans as necessary.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
• Document all activities in agency management system (Applied Systems / EPIC)
• Understand and utilize upload, download, and interface technology.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments assigned including backup duties.

Requirements

• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills as well as strong people skills
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• 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 is a plus.
• Know and apply principles of insurance to everyday situations.

Education And Experience

• High School diploma required.
• Minimum of 4 years of experience in commercial lines and/or industry required.
• Active Property & Casualty License Required.
• CPCU or special training course completion is a plus.

Pay Details

The base compensation range for this position is $80,000 - $120,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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

• 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!

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 [e-mail].

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.

Welcome, your new opportunity awaits you.