Commercial Lines Account Manager
4 weeks ago
About Acrisure:
Acrisure is a fast-growing fintech leader that operates a global insurance broker. We provide a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.
Job Summary:
As a Commercial Lines Account Manager, you will provide support to Commercial Lines Producers on assigned accounts. You will support Producer(s) and Account Executives in writing new business and retaining renewals.
Responsibilities:
- Perform daily service on assigned tasks by Producers and/or Account Executives with the agency's written procedures.
- Service accounts, including account transactions such as ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Insurance marketing.
- Collect renewal data on assigned accounts.
- Claims support.
- Review new/renewal policies and endorsements to ensure items were received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems).
- Document all activities in agency management system (Applied Systems).
- Understand and utilize upload, download and interface technology.
- Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
- Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
- Maintain knowledge of current underwriting requirements of contracted insurance carriers.
- Maintain knowledge of policy provisions and any changes in these provisions.
- Complete other functions and assignments as assigned including back-up duties.
Requirements:
- Active Property & Casualty License.
- Strong organizational skills - ability to discern priority and initiative.
- Computer skills, specifically Microsoft Word, Outlook and Excel.
- Excellent verbal and written communication skills as well as strong interpersonal skills.
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
- AMS360 and/or EPIC experience a plus.
Benefits & Perks:
- Competitive Compensation.
- Industry Leading Healthcare.
- Savings and Investments.
- Charitable Giving Programs.
- Offering hybrid work option.
- Opportunities for Growth.
- Parental Leave.
- Generous time away.
We appreciate your interest in Acrisure and look forward to further communication. To see specific open positions, please visit our career site: Acrisure Career Center
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. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
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