Mid-Market Commercial Lines Account Manager
Core
Partner with Account Executives to design, support, and execute tailored insurance solutions for mid-market commercial clients, focusing on service, placement, and account growth.
Role type
Mid-market commercial insurance account manager
Builds
Customized commercial insurance programs and risk placement strategies
Domain
Insurance / Property & Casualty brokerage
Required skills
Commercial insurance knowledge, risk placement, data management, process adherence, time management, documentation accuracy
Preferred skills
Insurance licensing, independent work, team collaboration
Technologies
Agency management systems
Responsibilities
Prepare renewal submissions, exposure summaries, proposals, and binding documentation; draft loss exhibits and obtain loss runs from carriers; coordinate certificates and proofs of insurance; maintain accurate records in the system of records; perform quality control on policies, endorsements, audits, and claims
Seniority
Mid-level, hands-on IC