Insurance Account Manager - Commercial Lines

Job Title: Account Manager

Department: Commercial Lines

Location: Based out of Pensacola FL open to other locations

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:

The Commercial P&C Account Manager is responsible for aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Must meet service and sales delivery standards and perform 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. Primarily this entails providing the producer/risk advisor with the necessary service support to aid them in obtaining new clients and retaining existing ones. 3 or more years previous experience in a Commercial Lines Account Manager position are needed to be successful in this role.

Job Functions & Responsibilities:

• Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and requests invoices from accounting department

• Informs and educates clients about policy coverage changes exclusion and insurance coverage needs.

• Prepares proposals in coordination with producer(s).

• Submits applications to eligible and appropriate carriers in coordination with Marketing department and Producer

• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.

• Manages clients needs by producing binders certificates policies endorsements and other related items; verifies their accuracy.

• Prepares summaries of insurance schedules and proposals as needed for account review.

• Remarkets certain renewals contacts clients creates renewal proposals and handles other renewal activities in coordination with the producer(s).

• Reviews contracts and insurance requirements to determine if insureds coverage is sufficient or if additional coverage needs to be quoted

• Renews policies following agency standards. Verifies each renewals accuracy; ensures that all renewals are produced.

• Reviews audits of policies; verifies accuracy and facilitates corrections as needed between client and carrier.

• Maintains and updates electronic and client activity files.

• Verifies policy and policy change information facilitating corrections when necessary.

• Processes incoming mail requests responding promptly and appropriately.

• Uses agency credit and collection policy in invoicing and pursuing prompt payments

• Coordinate COI issuance

• Attends meetings with Clients at their location as necessary.

Other duties may be assigned as needs arise or as required. This description is not intended as a contract and is subject to change.

Qualifications:

Experience:

• Five (5) or more years Commercial Lines Account Manager experience preferred but will consider 3 years

Special Technical Knowledge:

• Must have an active P&C License (If in Florida a 2-20

• Full knowledge of insurance products and usage.

• Adequate knowledge of rating procedures coverage and industry operations to effectively manage maintain and underwrite assigned client and prospect lists.

• Full knowledge of insurance markets and reference to markets.

• Ability to carry out complex tasks with concrete and abstract variables.

• Excellent computer skills needed and must understand functionality.

Competencies:

• Functional Technical Skills - has functional and technical ability to do job at high level of accomplishment.

• Informing - provides information so that decisions can be made on a timely basis with accuracy.

• Time Management - uses time effectively and efficiently concentrates efforts on more important priorities.

• Quantity of Output - amount of work is expected to meet goals on regular basis.

• Quality of Work Output -is with few errors with little rework.

Special Skills and/or Abilities:

• Ability to communicate fluently in English in all oral and written communications with others.

• Ability to understand written and oral communication and interpret abstract information.

• Must be a team player and customer service oriented.

• Applied Systems Epic agency management system used so experience is 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

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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.