Account Manager

2 days ago


Traverse City, Michigan, United States Acrisure LLC Full time
About the Role

Maintain a high level of client satisfaction by delivering exceptional service and building strong relationships with our clients.

Key Responsibilities:
  • Develop and maintain a profitable book of business for the platform and carriers.
  • Provide timely and professional communication to clients, team members, and underwriters.
  • Work with clients to make informed decisions about coverage, exclusions, and exposures.
  • Complete all transactions, paperwork, and internal processing for accounts.
  • Prequalify insurance prospects for insurability and qualify of risk.
  • Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
  • Complete applications and related documentation for submission to companies.
  • Verify accuracy of all endorsements and policies.
  • Market account renewals and negotiate with company underwriters.
  • Collect applicable down payments from clients for purchases of new and upgraded coverages.
  • Keep and maintain confidentiality of client records and communication.
  • Seek referrals from clients and follow through to help generate new business.
  • Coach and mentor junior members of the team.
Requirements:
  • Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation.
  • High level of understanding of accounting or strong math skills.
  • High degree of critical thinking and problem-solving ability.
  • Demonstrated attention to detail and ability to produce outcomes with minimal errors.
  • Ability to adapt well to change in direction and priority in a fast-paced environment.
  • Ability to demonstrate advanced level proficiency with a variety of technology, including MS Office.
  • Knowledge of Agency Management Systems, Applied Epic a plus.
  • Able to function independently and as part of a team.
  • Complies with continuing education requirements for agent licensing as well as professional designations.
Education/Experience:
  • Bachelor's degree and/or 5+ years personal insurance experience or recognized equivalent is required.
  • Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within three (3) months of hire date.
  • Maintain professional designations (CISR elite, AINS).
  • Initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations).
Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

The noise level in the work environment is usually moderate.

Benefits & Perks:
  • Competitive Compensation
  • Industry-Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Offering hybrid work option
  • Opportunities for Growth
  • Educational Resources
  • Generous time away

Acrisure is committed to employing a diverse workforce.

All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.


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