Commercial Lines, Sr. Account Manager​/AE; remote

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We are seeking an experienced Commercial Lines, Senior Account Manager/Account Executive with generalist coverage experience and ideally have also serviced niche Eldercare Facilities clients (includes long‑term care, senior living, independent living, assisted living, nursing homes, home health, rehab and hospice). You will take on a critical advisory role in establishing high‑level client engagement and relationship management. You should be able to speak with authority with regards to coverage analysis, claim review and risk management efforts.

Understand alternative risk structures, including high‑deductible plans, self‑insurance and layered property placements with critical thinking ability to provide positive, impactful insurance program solutions. You should be comfortable conducting presentations and client meetings. You should have demonstrated experience with all property and casualty coverage lines, general liability, professional liability, property, builders risk, difference in conditions (DIC), flood, deductible buy down workers compensation and auto.

In addition, the requirement extends to be well‑versed with management liability coverage lines (D&O, EPL, Crime, Cyber and Fiduciary).

This is a full‑time remote position. Typical work hours are 8:30‑5:00 EST, M‑F. Candidates should ideally be in the mid‑Atlantic or East Coast for the ability and feasibility to travel to client meetings or the Charlotte office if required. Title and salary will be commensurate with knowledge and experience.

• Manage primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business.
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns.
• Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives.
• Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes.
• Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client’s exposures and historical claims.
• Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options. Conduct renewal presentation with clients either individually or with other members of the team.
• Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance. Continuing high‑level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline.
• Be a strategic negotiator to obtain comprehensive coverage and most competitive premium.
• Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers.
• Ability to travel 2‑3 times a year as required for client or other meetings.

• Set priorities and manage workflow and timelines to ensure goals are met
• Document correspondence, electronic documents and all pending activities within the Management Operating System
• Engage and encourage consistent professional communication with clients, carriers and staff
• Stay informed with industry insurance information, training, new available markets or technologies and…