Senior Commercial Lines Account Manager

Responsibilities: 
Perform daily service on assigned task by Client Advisors and/or Account Executives with the agency’s written procedures including, but not limited to: 

• 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 Wor