Account Manager

Acrisure

. Maintain policies and service an assigned portion of commercial lines accounts .

Posted 11/4/2026full-timeSan Diego • California • United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing commercial lines accounts, achieving retention and renewal goals through proactive client engagement and risk management. Proficient in maintaining client relationships, providing timely service, and ensuring compliance with insurance standards and regulations.

Highest-signal resume keywords

Commercial Insurance ExperienceProperty And Casualty Insurance LicenseClient Relationship ManagementAdvanced Proficiency In MS OfficeAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk ManagementAccount ManagementClaims HandlingInsurance QuotingPolicy EndorsementsAccount RoundingClient ProposalsInsurance Coverage AnalysisMathematical SkillsCritical Thinking

Soft Skills

Verbal CommunicationWritten CommunicationProblem-SolvingAdaptabilityTeam Collaboration

Tools & Technologies

Agency Management SystemsApplied EpicMS Office

Certifications & Qualifications

CISR EliteCICState Insurance License

Industry Keywords

Commercial LinesClient RetentionInsurance PoliciesClient ServiceInsurance Programs

About the role

Key responsibilities & impact

Maintain policies and service an assigned portion of commercial lines accounts
Manage day-to-day client service needs and support strong client relationships and retention
Market and service accounts according to platform objectives and procedures
Achieve retention and renewal goals through proactive account rounding and up-selling limits and coverages
Establish strong client relationships and assist client advisors with account updates and coverage decisions
Review client exposures and insurance programs and determine appropriate carriers based on coverage, protection, and cost
Market, quote, and prepare client proposals from risk management and insurance perspectives
Provide timely day-to-day service and respond to client issues and questions
Handle initial claims reports and follow up on claim progress
Monitor carrier activities, including policy endorsements and claims
Complete account reviews and maintain customer records
Round out customers’ insurance portfolios by soliciting additional commercial and personal lines insurance where applicable
Keep customers informed about pending insurance changes that may affect coverage
Provide professional and accurate communication to clients, teams, and carrier representatives
Maintain confidentiality of client records and communications
Seek client referrals and follow through to help generate new business
Refer current and prospective clients to Benefits and Personal Insurance departments
Coach and mentor junior commercial lines members and potentially lead team meetings and initiatives
Comply with agency standards, policies, and procedures

Requirements

What you’ll need

Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence
High level of understanding of accounting or strong math skills
High degree of critical thinking and problem-solving ability
Demonstrated attention to detail, producing outcomes with minimal errors
Ability to adapt to changes in direction and priority in a fast-paced environment
Advanced-level proficiency with a variety of technology, including MS Office
Knowledge of agency management systems; Applied Epic is a plus
Ability to function independently and as part of a team
Compliance with continuing education requirements for agent licensing and professional designations
Bachelor’s degree and/or 3+ years of commercial insurance experience or recognized equivalent is required
Hold and maintain appropriate state Property and Casualty Insurance license
Initiate, obtain, and maintain CISR Elite, CIC, or other advanced designations

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage