Commercial Lines Account Manager - Franchise
Core
Account Manager serving as the liaison between commercial clients and internal teams, managing insurance policies, audits, and risk management challenges.
Role type
Senior commercial insurance account manager
Builds
Commercial insurance policies, audit reports, and coverage solutions for hospitality and franchise clients
Domain
Insurance / Commercial Lines / Hospitality & Franchise
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Commercial lines insurance knowledge, contract review, carrier negotiation, client relationship management, risk management, project management, problem solving, critical thinking, prioritization, independent work, team collaboration, confidentiality, procedure adherence, Microsoft Office Suite
Preferred skills
Property & Casualty license, industry designation, Applied Systems (EPIC) experience, hospitality/franchise industry background
Technologies
Microsoft Office Suite, Applied Systems (EPIC)
Responsibilities
Manage processing of incoming documents (policies, audits, endorsements) for assigned book of business; Cultivate long-term relationships with clients and insurance markets; Process contract reviews and verify coverage on certificates of insurance; Secure mid-term coverage by requesting/negotiating quotes and issuing binding instructions; Respond to accounting inquiries from carriers and internal teams; Communicate with carriers to resolve coverage, audit, and billing issues; Participate in client meetings; Attend continuing education training; Serve as backup to Account Executive and Program Manager
Seniority
Senior, hands-on IC