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Job Ref: 14500

Salary: $80000 – $90000

Commercial Lines Account Manager

Duties & Responsibilities-Including, but not limited to:

  • Coordinate pre-renewal with the producer and AAM or obtain updated info from the insured directly.
  • Ensure all renewal correspondence with the insured or producer is attached in epic under the RENM (this includes anything you are CC’d on by the sales team).
  • Once we have received renewal information, AM will set a task to (taskforce) with a summary of changes, exposures, limits, operations, etc., along with instructions on markets to approach.
  • Taskforce will create the submission, mark their task completed, and set a task back to the AM for review and approval under the RENM.
  • All future correspondence, notes, and tasks for individual carriers will be attached to that carrier SCAS.
  • AM will work with the producer to develop any additional info needed to obtain quotes.
  • Once quotes are received, AM will review them for accuracy.
  • Update the carrier submission (including forms) to match the carrier quote option we are presenting to generate a system proposal. (see proposal workflow)
  • Work with the producer to complete comparisons, proposals, and additional presentation materials.
  • Prepare finance agreement if needed, along with any binding documents for signature via DocuSign.
  • Binding and billing in epic.
  • Attach all binding correspondence to BIRQ activity and set a task for confirmation of coverage and any binding subjectivities (paperwork, supp apps, etc.).
  • Set RENR or MMKL activity to associate to follow up for policy- Associate will issue line and set CHKP to task force.
  • Complete a certificate checklist (mark document Important) and attach it to the policy line.

Policy Discrepancies (DSCR):

  • If TaskForce has identified a difference between accords/epic and the policy, they will set a DSCR activity to the AM with a policy checklist attached, outlining discrepancies/questions.
  • AM will review the policy checklist and identify if a change to the policy is necessary or correction in epic.
  • Note the spreadsheet with clear instructions to Central Processing for appropriate resolution.
  • Set a task to CL Processing to review the spreadsheet for changes needed.
  • All discrepancies must be touched within 7 days.

Certificates of Insurance & Contract Reviews:

  • Ensure all necessary coverages at the time of binding.
  • Accurate completion of certificate checklist.
  • Assist AAM in the accurate and timely issuance of certificates.
  • Assist AAM in identifying and obtaining new lines of coverage or increased limits required by contract or requested by the insured.
  • Create a submission and submit to market for any new lines of coverage required.
  • Assist AAM in identifying, requesting, and obtaining any endorsements, specific AI requests, etc. from carrier.

Change Requests and Coverage Discrepancies (DSCP ACTIVITY):

  • Identify resolution and clearly communicate what is needed to Central Processing.


  • Active NY P & C license required
  • Applied EPIC Proficiency preferred
  • Construction Account experience preferred
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Depending on experience & skill
($80,000 – $90,000)

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