Experienced commercial lines professional with a strong background in customer service, policy changes, and renewal management. Skilled in resolving underwriting questions, preparing certificates and policy documents, and maintaining accurate account records. Focused on improving client satisfaction and protecting account retention.
Work History
Commercial Lines Account Manager
5 Years 9 Months
Acrisure LLC | 01.2021 - Current
Managed commercial lines renewals, ensuring accurate coverage placement and timely policy delivery.
Reviewed client accounts for coverage gaps, endorsements, and exposure changes.
Coordinated carrier communications to resolve underwriting questions and service requests.
Prepared certificates of insurance, evidence forms, and policy documents for client operations.
Advised clients on policy changes, renewal options, and commercial coverage requirements.
Collected premiums on or before the effective date of coverage.
Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.