Account Manager

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:

This position will include all aspects of servicing commercial accounts. Account size may range from $3.5M - $4M and account assignments will be determined at the discretion of the firm. Client retention is a key objective of this position. You will be expected to perform the following tasks from start to finish and will have an Associate AE as well the CSR Team to assist with several of the tasks.

Responsibilities:
Interact with clients to address all servicing needs
Processing of policies endorsements and audits
Enter policy data into our client management system
Order loss runs for remarketing accounts
Become proficient in carrier websites for quoting when re-marketing an account or adding additional lines of coverage
Keep your desk and files organized at all times
Perform superior customer service at all times
Properly utilize the agency management system (Epic) to keep track of all pending items
Communicate with carriers for all underwriting matters audits endorsements
carrier recommendations etc.
Expedite certificates of insurance if CSR team is short staffed and client needs
immediately
Run MVRs and update driver lists when required
Prepare renewal rating quotes based applications
Prepare proposals
Process and issue binders
Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Competencies:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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 Experience:
Commercial insurance knowledge with 5 years industry experience and/or
demonstrated ability to successfully handle complexities of job required
Excellent business skills required
High school diploma or the recognized equivalent required
P&C Broker/Agent license required
Computer skills necessary to perform the essential functions of the job (i.e.
spreadsheets database word processing and insurance software) required

Other Qualifications:
Strong communication skills ability to communicate in a professional manner
Participate in monitoring adherence to professional standards and procedures
Someone who organizes manages and assumes the risk of a business or enterprise taking pride of ownership in his/her work

Creative and resourceful; ability to evaluate and provide direction to deal with problems
Ability to work in a team environment

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a temperaturecontrolled nonsmoking office
Workstations are cubicles with moderately high sides
The noise level in the work environment is usually moderate

ADDITIONAL DUTIES AND RESPONSIBILITIES:
The above describes essential responsibilities and activities that are typical for this job. This is not intended as an exhaustive list of tasks performed. Additionally depending on organizational requirements other duties may be assigned.

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.