Commercial Lines Senior Account Manager / Account Executive

About This Role

The Commercial Lines, Senior Account Manager/Account Executive will deliver critical advisory support, high-level client engagement, and relationship management for commercial lines insurance, with a special focus on Eldercare Facilities clients. This role requires expertise in coverage analysis, claim review, and risk management, alongside the ability to develop positive and impactful insurance program solutions.

Responsibilities

• Manage primary client relationships, focusing on growth and retention of assigned accounts
• Establish and maintain client trust through consistent contact and proactive issue resolution
• Initiate client meetings to strategize renewal marketing processes and advise on coverage alternatives
• Review contractual documents for insurance requirements and compliance
• Negotiate coverage and pricing with carriers and wholesalers based on client exposures and claims history
• Prepare renewal submissions, including loss analysis and recommended coverage options, and conduct presentations
• Leverage strong knowledge of the Marketing/Underwriting Process to select appropriate markets, present client operational stories, and summarize claims to underwriters
• Negotiate strategically to secure comprehensive coverage and competitive premiums
• Develop strong relationships with business partners, including carrier underwriters, wholesalers, and professional service providers
• Travel 2-3 times a year for client or other meetings as required
• Set priorities, manage workflow, and timelines to meet goals
• Document correspondence, electronic documents, and pending activities within the Management Operating System
• Encourage consistent professional communication with clients, carriers, and staff
• Stay informed on industry insurance information, training, markets, technologies, and legislation affecting the eldercare industry
• Provide mentorship and oversight to account Associates and Account Managers, including their client servicing tasks

Requirements

• Property and casualty insurance license
• 5+ years Property Casualty servicing experience
• Demonstrated in-depth knowledge of insurance coverages and ability to communicate this knowledge clearly to clients and underwriters
• Strong written, verbal and negotiation skills
• Ability to prioritize and self-manage workload
• Advanced MS Office skills (Excel, Word, Powerpoint)

Qualifications

• BA/BS degree is preferred. HS Diploma or equivalent is required
• 5+ years Property Casualty servicing experience

Nice to Have

• BA/BS degree
• Professional designations (CIC, AAI, CISR, CPIA)
• EPIC experience or other agency management system experience
• Experience servicing Eldercare Facilities clients

Skills

* Required skills

Benefits

Certifications