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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, including the full renewal lifecycle and client support. Proficient in utilizing agency technology platforms and maintaining accurate documentation while providing strategic guidance on insurance program structures.
Highest-signal resume keywords
Commercial Lines Property & Casualty ExperienceActive Property & Casualty LicenseApplied Systems / EPIC ExperienceClient Support and Coverage GuidanceOrganizational and Prioritization 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
Renewal Lifecycle ManagementData Collection and Exposure AnalysisCarrier NegotiationsPolicy Document AccuracyFinancial Calculations
Soft Skills
Excellent Verbal and Written CommunicationStrong Interpersonal SkillsProblem-Solving AbilityProactive Approach
Tools & Technologies
Applied EPICMicrosoft WordMicrosoft OutlookMicrosoft Excel
Certifications & Qualifications
Active Property & Casualty License
Industry Keywords
Commercial InsuranceConstruction AccountsPolicy AuditsCoverage AdequacyUnderwriting Guidelines
About the role
Key responsibilities & impact- Lead day-to-day service and stewardship of a designated book of large and complex commercial accounts
- Oversee and execute 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
- 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 precise client activity, communication, and transaction documentation in Applied EPIC
- Utilize agency technology platforms, including upload/download and interface capabilities
- Partner with Producers and Account Executives on account developments, service issues, risks, and concerns
- Stay current on industry trends, carrier appetites, and underwriting guidelines
- Advise clients on commercial insurance program structure, coverage adequacy, policy language, and emerging exposures
- Support workflow improvement, training, cross-functional collaboration, and mentorship of junior team members
- Perform additional duties and backup support as requested by leadership
Requirements
What you’ll need- 5+ years experience with Commercial Lines Property & Casualty required, with focus on Construction Accounts
- 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 various instructions, and deal with variables in written, oral, diagram, or schedule form
- Applied Systems / EPIC experience a plus
- High School diploma required
- Active Property & Casualty License required
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- 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)
- 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