Sr. Commercial Account Manager

About the position

The role of the Sr. Commercial Account Manager is the support of the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage, and programs to facilitate client retention and the production of agency revenue.

Responsibilities

• Participate in marketing strategy to establish clear marketing strategy and timeline.
• Prepare marketing submissions in accordance with guidelines and effectively communicate with underwriters and internal staff critical updates as needed.
• Identify and leverage all marketing resources to include carrier direct appointments, wholesalers, and brokers, and Acrisure resources.
• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team.
• Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue.
• Prepare proposal of coverage options to sales team for presentation.
• Prepare premium finance contracts and company financing as needed.
• Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding.
• Assist in the cross-sell and rounding out of accounts.
• Develop and maintain client relationships.
• Consulting with clients regarding their total cost of risk.
• Provide solutions and service recommendations to clients to address their business and insurance needs.
• Maintain complete and accurate client and policy information in agency management system(s).
• Provide consistent and effective feedback to department and executive leadership related to carrier submission interaction, successes, and concerns.
• Provide mentorship and training to other team members through active engagement in team and department meetings.
• Perform other duties as required and/or assigned.

Requirements

• Ability to effectively communicate in both verbal and written formats, externally and internally.
• Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.
• Ability to author routine reports and correspondence.
• Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.
• Ability to anticipate and solve practical problems or resolve issues.
• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
• Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Strong attention to detail and good proofreading skills.
• Excellent skills in reliability, initiative, and stress tolerance.
• Ability to perform in a professional appearance and manner.
• Ability to use good judgment and foresight.