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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex commercial accounts, overseeing the renewal lifecycle, and providing proactive client support. Proficient in utilizing agency technology platforms to enhance workflow efficiency and accuracy while mentoring junior team members.
Highest-signal resume keywords
Commercial Lines Property & Casualty ExperienceActive Property & Casualty LicenseApplied Systems / EPIC ExperienceStrong Organizational SkillsExcellent Verbal and Written Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data CollectionExposure AnalysisCarrier NegotiationsPolicy Audits ReviewCoverage Adequacy AssessmentCalculating Premiums and DiscountsMarketing Strategy DevelopmentRenewal Proposal DeliveryPlacement Strategies DesignWorkflow Improvements
Soft Skills
Strong Interpersonal SkillsProactive Problem SolvingAbility to PrioritizeTeam LeadershipCross-Functional Collaboration
Tools & Technologies
Applied EPICMicrosoft WordMicrosoft OutlookMicrosoft Excel
Certifications & Qualifications
Active Property & Casualty LicenseCRISCPCU
Industry Keywords
Commercial InsuranceCarrier SubmissionsPolicy DocumentsEndorsementsCertificates of InsuranceUnderwriting GuidelinesClient SupportMarketing EffortsRisk ManagementInsurance Program Structure
About the role
Key responsibilities & impact- Lead day-to-day service and stewardship of a designated book of large and complex commercial accounts
- Oversee the full renewal lifecycle, including data collection, exposure analysis, marketing strategy development, carrier negotiations, and renewal proposal delivery
- Manage new business marketing efforts with Producers and Account Executives
- Design placement strategies, prepare carrier submissions, evaluate quotes, and secure optimal program structures
- Review and analyze policy audits and address discrepancies with carriers and clients
- Ensure accuracy and completeness of policy documents, endorsements, and binders
- Provide expert-level client support and proactive coverage guidance
- Issue and manage certificates, endorsements, policies, ID cards, and other coverage documents
- Maintain client activities, communications, and transactions in Applied EPIC
- Use agency technology platforms, including upload/download and interface capabilities, to improve workflow efficiency and accuracy
- Partner with Producers and Account Executives on account developments and service issues
- Escalate risks or concerns to leadership when appropriate
- Monitor industry trends, carrier appetites, and underwriting guidelines
- Advise clients on commercial insurance program structure, coverage adequacy, and emerging exposures
- Support workflow improvements, training, and cross-functional collaboration
- Mentor junior team members as needed
- Provide backup support and perform additional duties as requested by leadership
Requirements
What you’ll need- 5+ years experience with Commercial Lines Property & Casualty required
- Strong organizational skills; ability to prioritize and be proactive
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Ability to solve practical problems, interpret varied instructions, and deal with variables furnished in written, oral, diagram, or schedule form
- Active Property & Casualty License required
- High School diploma required
- Applied Systems / EPIC experience a plus
- CRIS, CPCU or special training course completion a plus
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
- Candidates must complete post-offer verification processes related to the role
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
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage