Senior Account Manager, Commercial Lines

The Senior Account Manager, Commercial Lines, is a client-obsessed advisor who maintains and cultivates positive, trust-based relationships. Responsible for the day-to-day management of complex client accounts, this role manages a book of business with integrity and provides deep strategic insights for new business and renewals. They win as a team by establishing strong connections among carriers, clients, and internal partners to drive growth and client retention.

Key Responsibilities

• Lead advanced strategy and commercial portfolio consulting through program strategy, goal setting, benchmarking, trends, contract reviews, and risk management.
• Develop a deep, client-obsessed understanding of each client’s business and global insurance needs, designing innovative solutions that align with their long-term objectives.
• Facilitate global program development and strategic planning to establish client objectives.
• Cultivate and maintain strong client relationships through advocacy, assigned touch points, proactive communication, and expert application of insurance knowledge.
• Evaluate client insurance portfolios for coverage gaps and enhancement opportunities, providing strategic consultation for upcoming renewals.
• Act as a liaison between clients and insurance carriers during the claims process, ensuring claims are reported accurately and with precision.
• Monitor claim progress and provide transparent updates to clients to help expedite claim resolution.
• Collaborate relentlessly with team members, utilizing the agency management systems in an accurate and timely manner to enter and maintain all pertinent information.
• Market clients (new and existing) to obtain quotations through online rating or direct submissions to underwriting.
• Handle complex underwriting, premium negotiations, and renewal strategies, acting with integrity.
• Maintain, cultivate, and strengthen carrier relationships to understand carriers’ offerings and the value-driven suite of services and solutions.
• Schedule and lead client meetings and any client-facing events (e.g., lunches, in-person check-ins) for an assigned book of business.
• Contribute to the design and revision of current programs, and lead or participate in implementing new initiatives.
• Collaborate with colleagues to share market insights, industry trends, and best practices, and ensure compliance with industry regulations and company policies.
• Identify opportunities to upsell or cross-sell additional insurance products to existing clients to drive account growth.
• Review policy documents and endorsements to verify accuracy and completeness with precision.
• Participate in regular team meetings to align on client renewals, strategy, and shared objectives.
• Coordinate with Management on invoicing premiums, completing premium finance agreement requests, and creating premium allocations as needed.
• Collaborate with Customer Service to review quotes, obtain additional information, review coverages, and generate accurate proposals.
• Commit to ongoing professional growth as a relentless learner, modeling adaptability and curiosity.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Requirements

• A "Win as a Team" mindset, with the ability to collaborate relentlessly with internal and external partners.
• Excellent verbal and written communication skills.
• Ability to communicate candidly and explain detailed policy concepts simply.
• Proficiency in Excel, Word, and PowerPoint.
• Proficiency in Google Suite is preferred.
• Experience in the Vertafore AMS360 Software preferred, or basic knowledge of an Agency Management System.
• Knowledge of, and practical experience in, staple insurance products - General Liability, Commercial Property, Auto, Umbrella, and Workers’ Compensation.
• Strong analytical, creative, and integrative skills.
• A minimum of 5 years of insurance brokerage or industry experience.
• Commercial Property & Casualty License required or obtained within 6 months of employment.

Physical Demands This role requires the ability to occasionally lift and/or move items up to 20 pounds. The position involves frequent sitting, standing, and walking, as well as regular use of hands for typing, handling phones, and other computer-related tasks. Visual acuity is necessary for reading documents, viewing screens, and performing detailed work.

What We Offer

BlueStone provides a comprehensive benefits package to support your health, financial security, and personal well-being:

• Healthcare Coverage: Group Medical and Dental Insurance plans with employer-paid premium contributions.
• Voluntary Vision: Group Vision coverage available for employee purchase.
• Income Protection: 100% Employer-Paid Short-Term Disability (STD), Long-Term Disability (LTD), and Group Basic Life Insurance & AD&D.
• Retirement Savings: 401(k) Retirement Savings Plan with employer matching contributions.
• Paid Time Off: Unlimited Paid Time Off (PTO) policy and 10 paid company holidays per calendar year.
• Professional Development: Reimbursement for approved licensing and continuing education expenses.