Insurance Account Manager

4 weeks ago

San Diego, California, United States Acrisure LLC Full time

About Acrisure LLC:

Acrisure LLC 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.

Acrisure LLC employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

This role is responsible for supporting sales in an administrative capacity, applying the principles of insurance to everyday situations, and working with occasional guidance or direct supervision.

As an individual contributor, you will perform more routine responsibilities and be the primary point of contact for the clients you oversee.

You will develop coverage strategy and plan, have your own accounts, and work with simpler or less demanding clients than more experienced managers.

Required to have the necessary insurance license(s).

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 which includes research/analysis and handling of client questions on coverage and other policy/contractual issues.
  • Makes routine policy adjustments.
  • Conducts renewal process, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder.
  • Provides support to Producers including preparing presentations and proposals, and if applicable participating in meetings with prospective clients as part of team.
  • Negotiate/quote premium financing.
  • Process renewal certificates of insurance.
  • 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 (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines, transmit policies electronically to client or set up policies in 3-ring binders (based on client's preference) and mail to client.
  • 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 including all documentation required in the Activity generated by this change.
  • 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.
  • Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
  • Current California Property and Casualty Broker License
  • Valid Driver License

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. There is no or very little exposure to physical risk.

Pay Details:

$65,000 - $90,000

Acrisure LLC 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 /privacy/caapplicant.

Acrisure LLC is equally committed to supporting social issues.

In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises.

In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

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