Account Manager

Job Title: Account Manager

Department: Property & Casualty

Location: Atlanta GA

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 Insurance Account Manager is responsible for supporting the Account Executive and Producers in the day-to-day servicing of assigned commercial lines accounts. This includes assisting with renewals endorsements billing Certificates of Insurance (COIs) and other client service needs. The Account Manager follows up on calls documents and maintains and updates assigned accounts to ensure accuracy and client satisfaction. Were looking for someone who is motivated organized and dedicated to providing a high level of customer service.

Responsibilities:

• Participate in marketing strategy to establish clear marketing strategy and timeline.

• Prepare marketing submissions in accordance with guidelines and effectively communicate with underwriters and internal staff critical updates as needed.

• Identify and leverage all marketing resources to include carrier direct appointments wholesalers and brokers and Acrisure resources.

• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team.

• Negotiate with underwriters to obtain optimal coverage pricing and agency revenue.

• Prepare proposal of coverage options to sales team for presentation.

• Prepare premium finance contracts and company financing as needed.

• Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding.

• Assist in the cross-sell and rounding out of accounts.

• Develop and maintain client relationships.

• Consulting with clients regarding their total cost of risk.

• Provide solutions and service recommendations to clients to address their business and insurance needs.

• Maintain complete and accurate client and policy information in agency management system(s).

• Provide consistent and effective feedback to department and executive leadership related to carrier submission interaction successes and concerns.

• Provide mentorship and training to other team members through active engagement in team and department meetings.

• Perform other duties as required and/or assigned.

• Handle billing inquiries process invoices and assist clients with payment-related questions or issues.

• Issue and manage Certificates of Insurance (COIs) accurately and in a timely manner ensuring compliance with client and carrier requirements.

• Process policy endorsements including coverage changes additions and deletions while maintaining accurate documentation and communication with clients and carriers.

Requirements:

• Ability to effectively communicate in both verbal and written formats externally and internally.

• Ability to read and interpret documents such as insurance policies contractual insurance requirements agency workflows and procedures marketing and submission reports and any other documents required for this position.

• Ability to author routine reports and correspondence.

• Fluent ability with Microsoft Outlook Word and Excel proficient and accurate keyboarding.

• Ability to anticipate and solve practical problems or resolve issues.

• Ability to demonstrate moral character honesty tact fairness lack of prejudice and desire to help when dealing with people.

• Can conform to shifting priorities demands and timelines through analytical and problem-solving capabilities.

• Strong attention to detail and good proofreading skills.

• Excellent skills in reliability initiative and stress tolerance.

• Ability to perform in a professional appearance and manner.

• Ability to use good judgment and foresight.

Education/Experience/Licenses:

• 1 year experience in Property & Casualty Insurance preferably with at least 1 year in an agency environment.

• Valid Property & Casualty Insurance License required in state of residence.

• High school diploma or equivalent.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Opportunities for Growth

• Parental Leave

• Generous time away