Account Manager

Job Description

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 Account Manager is responsible for managing and growing an assigned book of business providing exceptional service to clients and supporting the Producer in all aspects of client service and related needs. This role involves developing and maintaining strong relationships with clients ensuring their needs are met and identifying opportunities for cross-selling and upselling Acrisures diverse range of products and services.

Essential Duties / Responsibilities:

• Manage and grow an assigned book of business.

• Provide exceptional service to clients addressing their inquiries and resolving issues promptly.

• Support Producers in servicing clients including policy renewals endorsements and claims processing.

• Develop and maintain strong relationships with clients understanding their needs and providing tailored solutions.

• Identify opportunities for cross-selling and upselling Acrisures products and services.

• Prepare and present proposals quotes and policy documents to clients.

• Ensure compliance with agency standards and industry regulations.

• Maintain accurate and up-to-date client records in the agency management system.

• Stay current with industry trends and participate in educational seminars and classes for professional development.

• Interact with own team and may convey basic information to individuals outside team or area.

• Build stable relationships internally and often networks with senior internal personnel in own area of expertise.

• Interact with key contacts outside area of own expertise.

• Regularly interact with senior management or executives on matters concerning several functional areas divisions and/or customers.

• Interact frequently with executive and/or major customers regarding matters of significance to the organization.

• Regularly interact with executive level management and/or major customers involving highly visible activities representing the organization on matters of great significance.

Experience:

• Typically requires a minimum of 3 - 5 years of transferrable experience and an Bachelors or a minimum of 5 - 7 years of transferrable experience.

Education:

• Required - Bachelors inBusiness Finance or related a field

License Required:

• Active Property & Casualty or Life & Health License

Knowledge Skills and Abilities:

Required

• Strong interpersonal skills and the ability to build and maintain relationships with clients.

• Proficiency with employee benefits plan design and rate structure as well as general eligibility rules.

• Strong problem-solving skills.

• Excellent communication skills with the ability to provide clear concise and accurate information in both written and verbal formats.

• Strong organizational and time management skills with a demonstrated attention to detail.

• Flexibility and willingness to assist team members in any capacity relating to client service.

• Proficiency in Microsoft Office Suite (Word Excel Outlook).

• Experience with HRIS/BenAdmin systems.

• Ability to calculate figures and amounts such as discounts interest premiums commissions proportions and percentages.

Preferred

• Familiarity with agency management systems (e.g. Applied Systems / EPIC).

• Experience in cyber security title and mortgage origination is a plus.

Pay Details:

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.