Insurance Account Manager Commercial Lines Transportation

About Acrisure:

Acrisure 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 employs over 17000 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:

Has understanding of the job and applies knowledge and skills to complete a wide range of tasks. Requires basic working knowledge of principles and practices of area of specialty. Responsible for quoting renewals on assigned accounts. This position will work closely with sales to ensure all business is placed appropriately. Follows up on requests and inquiries makes updates to documentation and maintains accurate records for assigned accounts. Followsup with all carriers for status of quotes and forwards all requested info to underwriters. Obtains and logs in quotes. Required to have the necessary insurance license(s).

Essential Duties and Responsibilities:

• Manage emails mail voicemail agency management activities and selfaudit reports.

  • Issue Proofs of Insurance (Certificate Evidence Auto ID)as needed

  • Respond to client inquiries incoming mail and company request needs on a timely basis.

  • Review new/renewal policies to insure items were received as ordered.

  • Maintain accuracy of client data in agency management system (EPIC)

  • Document all activities in agency management system (EPIC)

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• Explore all opportunities for exemplary service working to maximize client/account retention by managing renewals negotiating best terms and pricing marketing where needed clarifying coverage demonstrating product knowledge and final review/approval of client facing documents. Conduct quarterly or midterm client review explore opportunities for risk management attend inperson client visits and presentations as able.

• Receive review and document all client and carrier correspondence in our agency management system delegating to team members as appropriate.

• Ensure proper coding of agency commission client advisor commission agency/branch/department structure and service team. Review and act on all renewal account receivable items and bill/payment discrepancies.

• Promote and maintain good relationships with clients and carriers.

• Provide backup coverage for department team members.

• Assist in the training of other employees at Team Advisors request.

• Comply with agency standards policies and procedures.

• Demonstrate (by your personal example) a strong positive teamoriented approach with your interactions with others.

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

Competencies:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• High school diploma or equivalent.

• Possess and maintain active P & C License(s).

• Individual should have a working knowledge of commercial insurance with 5 years of experience preferred; transportation industry experience is a plus.

Technology Skills:

• Proficiency in Microsoft Office applications (Word Excel PowerPoint Outlook Teams)

• Knowledge of Agency Management Systems; Applied Epic a plus

Other Qualifications:

• Must have a high level of understanding accounting or strong math skills.

• Must be organized detail oriented able to multitask and be efficient with excellent verbal and written communications skills.

• Must also the ability to effectively work with others.

• Must have a high level of problemsolving skills.

• Ability to maintain a professional demeanor and positive attitude.

Benefits & Perks:

• Competitive compensation

• Industry leading healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering Hybrid Work Options

• Opportunities for Growth

• Parental Leave

• Generous Time Away

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Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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 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 Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.