Licensed Relationship Manager - Commercial Lines

Job ID
Services - Customer Service


Acuity is seeking a Licensed Relationship Manager - Commercial Lines to join our team of Licensed Relationship Managers dedicated to onboarding and servicing small business policyholders. Our proactive, high-touch Customer Relationship Team provides assistance through the digital buying process and offers ongoing support with service and coverage solutions. 



  • Employ critical thinking and decision making skills to dynamically offer solutions.
  • Monitor on-line sales portal and proactively assist potential policyholders with the digital application and buying process. 
  • Make proactive welcome calls to prospective and new policyholders to introduce Acuity and our suite of on-line resources.
  • Provide a high level of support in maintaining, expanding and servicing small commercial accounts through phone, email, chat and fax requests.
  • Handle telephone requests and written miscellaneous correspondence in a prompt, accurate and courteous manner.
  • Prepare Auto ID Cards, Evidences of Property, Summaries of Insurance, Certificates of Insurance and Binders.
  • Prepare Pre-Renewal packets and maintain underwriting and marketing information.
  • Review policies during the Pre-Renewal process to identify possible coverage concerns/determine coverage recommendations for the policyholder. Present concerns and recommendations to the policyholder.
  • Assist with coaching and development of the Licensed Relationship Manager team.
  • Maintain electronic files.
  • Alert Management of potential Errors and Ommissions immediately upon discovery.
  • Regular and predictable attendance.
  • Perform other duties as assigned. 


EDUCATION: High school diploma. Post Secondary education helpful. Wisconsin Property and Casualty insurance license. One or more insurance designations (CISR, CIC, CRM) helpful. 


EXPERIENCE: Thorough understanding of Commercial Lines insurance products with a minimum of three years experience in Commercial Lines client service. Proven customer service, organizational and effective time management skills.



  • Reliable, responsible, creative self starter with a positive attitude, attention to detail and strong verbal/written communication skills.
  • Ability to work independently and with a team; capacity to work under pressure.
  • Strong telephone and listening skills. Willingness to provide telephone coverage until 6:00 p.m.
  • Computer knowledge with solid keyboarding skills. Proficient in Word and Excel. Ability to achieve 6,000 - 6,500 keystrokes per hour on alphanumeric data entry with minimal errors. 
  • Ability to efficiently utilize emerging technology to service customers of all generations. 

This position is classified as exempt. 


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