Commercial Lines Account Manager
4 weeks ago
About Acrisure
Acrisure is a global leader in the financial technology sector, combining human expertise with cutting-edge technology to provide a wide range of financial products and services to millions of businesses and individuals. Our mission is to connect clients with innovative solutions that help them protect and grow their assets, including insurance, reinsurance, cyber services, mortgage origination, and more.
Job Summary:
The Commercial Lines Account Manager will work closely with Client Advisors to provide exceptional service to new and renewal clients, ensuring their needs are met and exceeded. This role requires a strong understanding of commercial lines insurance and the ability to communicate complex information to clients in a clear and concise manner.
Responsibilities:
- Assist clients with service needs on accounts, including explaining coverage options and exclusions, making coverage recommendations, and handling premium collections.
- Provide in-house customer service to clients as assigned and requested, responding to client service requests in a timely manner to avoid potential E&O issues.
- Review aged receivables and send out direct notice of cancellation per agency procedures.
- Initiate renewal reviews and re-market accounts as appropriate to provide clients with the optimal solution for their assets and retention.
- Maintain client accounts on the agency automation system, document conversations, and adhere to all other automation procedures.
Requirements:
- High school diploma required.
- 220 license required.
- Minimum 3 years commercial lines customer service experience or 1 year customer service representative experience and 2 years as a customer service assistant.
Skills and Abilities:
- Excellent computer skills and the ability to learn agency automation systems and other automation/internet programs.
- Strong typing skills and effective communication skills.
- Ability to read, understand, and interpret policy change requests and communicate the request clearly to the insurance company.
Benefits and Perks:
- Competitive compensation.
- Industry-leading healthcare.
- Savings and investments.
- Charitable giving programs.
- Remote work schedule.
- Opportunities for growth.
- Parental leave.
- Generous time away.
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