Insurance Senior Account Manager Commercial Large

Job Functions & Responsibilities:

• Assists clients with making coverage changes in an automated environment supported by imaging system; requests invoices from accounting department
• Informs and educates clients about policy coverage changes exclusions and insurance coverage needs.
• Prepares proposals in coordination with producer(s.
• Submits applications to eligible and appropriate carriers in coordination with Placement Team 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.
• Remarkets certain renewals contacts clients prepares summaries of insurance and schedules as needed for account review 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 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:

• Seven (7) or more years Commercial Lines Account Manager experience preferred
• Experience servicing Commercial Construction & Manufacturing accounts

Special Technical Knowledge:

• Must have an active 2-20 Property & Casualty Insurance License
• 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.
• Construction contract familiarity and ability to read and interpret insurance requirements

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.
• Epic agency management system experience is preferred
• Proficiency with Microsoft Office Suite including Word Excel Teams etc.

Benefits and Perks:

• Competitive compensation
• Flexible vacation policy paid holidays and paid sick time
• Medical Insurance Dental Insurance and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Company-paid Employee Assistance Program (EAP) and Calm App subscription
• Employee-paid Pet Insurance and optional supplemental insurance coverage
• Vested 401(k) with company match and financial wellness programs
• Flexible Spending Account (FSA) Health Savings Account (HSA) and commuter benefits options
• Paid maternity leave paid paternity leave and fertility benefits
• Career growth and learning opportunities
• and so much more!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

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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.