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Insurance Account Manager

1 month ago

San Diego, California, United States Acrisure LLC Full time
About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Job Summary

This role is responsible for supporting sales in an administrative capacity, applying the principles of insurance to everyday situations, and developing coverage strategies and plans. The ideal candidate will have a working knowledge of Property and Casualty lines of coverage and services, and be able to analyze situations logically to draw solid conclusions.

Key Responsibilities
  • Process applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
  • Assist clients with policy coverage, exclusions and related questions, and assist Producers in servicing clients.
  • Service client accounts, including research/analysis and handling of client questions on coverage and other policy/contractual issues.
  • Conduct renewal process, including exposure analysis for client, strategize with Producer and client regarding whether to market, and conduct market comparisons by analyzing insurance rate and renewal information.
  • Negotiate/quote premium financing, process renewal certificates of insurance, and data entry in the agency management system.
  • Quote and process finance agreements with the premium finance company both at inception/renewal and mid-term.
  • Policy processing, including pulling policies from websites and attach in the agency management system, check policy for accuracy, and handle corrections according to agency guidelines.
  • Process all change requests, including updating the Agency Management System with the request, notification to carrier of requested change(s), and verification of change endorsement for accuracy when received.
  • Receive, review, and document correspondence (phone, email, mail, fax, etc.) in agency management system, according to agency guidelines.
  • Review Activity follow-up list on a daily basis and take appropriate action.
  • Assist with the cancellation process according to agency guidelines.
  • Review and process both voluntary and final audits.
Requirements
  • High school diploma or G.E.D. equivalent required. College degree preferred.
  • Professional designation preferred.
  • Five or more years' experience in mid-size brokerage or carrier.
  • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
  • Must have high level of interpersonal skills to handle sensitive and confidential situations.
  • Current California Property and Casualty Broker License.
  • Valid Driver License.