Commercial Insurance Account Manager

6 days ago

Port Saint Lucie, Florida, United States ACRISURE Full time

About Acrisure

Acrisure is a global financial services leader that combines the best of human expertise and cutting-edge technology to offer a wide range of 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 employs over 17,000 entrepreneurial colleagues in 21 countries and has 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:

The Commercial Lines Account Manager is responsible for providing exceptional service to clients and making changes to existing accounts. This role requires specific service and marketing responsibilities, including meeting service and sales delivery standards and performing essential functions to the quality and service standards developed by the agency. The duties and responsibilities of this position are to support the goals, mission, and needs of the Agency.

Key Responsibilities:

  • Provides support to sales teams in developing new business opportunities for existing clients and prospects, analyzing client needs, coverage forms, and quotations.
  • Initiates the renewal process for existing clients and discusses and creates a renewal strategy with sales producers, processing renewals in coordination with sales producers according to agency procedures.
  • Conducts market research, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
  • Reviews and summarizes marketing results and prepares proposals.
  • Finalizes proposals and presentations in coordination with producers.
  • Binds insurance coverage and prepares binders and/or delegates certificate issuance.
  • Reviews policies for accuracy and reviews contracts.
  • Prepares summaries and/or schedules of coverage for clients.
  • Schedules appointments with clients as requested by sales producers.
  • Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers.
  • Completes applications in coordination with sales producers, submits applications to eligible and appropriate carriers, and follows up to ensure timely receipt of quotations and policies.
  • Orders and issues binders, certificates, policies, endorsements, and other related items, verifies their accuracy, and forwards them to clients with appropriate correspondence.
  • Prepares summaries of insurance, schedules, and proposals for clients and prospects when needed.
  • Reviews audits of policies, verifies accuracy, and facilitates corrections as needed between clients and carriers.
  • Verifies policy and policy change information, facilitating corrections when necessary.
  • Determines reasons for requests for cancellations, acts to save accounts, and notifies sales producers.
  • Works collaboratively with teammates to ensure exceptional client service. One team, one dream is something we say a lot, and we mean it.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

The Qualifications You Need:

  • A high school diploma or the recognized equivalent is required.
  • A minimum of 2+ years of experience in the commercial insurance industry or a similar role is required.
  • An active State of Florida Property & Casualty Insurance License (2-20) is required.
  • The ability to collaborate with diverse individuals – teammates and clients alike.
  • Exceptional verbal and written communication skills.
  • Solid proficiency with high-level knowledge of Microsoft Office Suite, with a focus on Excel.
  • EPIC experience is preferred.

Benefits & Perks:

  • Competitive compensation.
  • Industry-leading healthcare.
  • Savings and investments.
  • Charitable giving programs.
  • A hybrid work option.
  • Opportunities for growth.
  • Parental leave.
  • Generous time away.

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