Senior Account Manager, Commercial Insurance

Job Title: Senior Account Manager
Department: Commercial Lines Construction and Condo
Location: Jupiter FL (Hybrid)

About Acrisure
A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together we connect clients with customized solutions across a range of insurance reinsurance payroll benefits cybersecurity mortgage services and more.

Responsibilities:
New Business:

• Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and invoices accordingly uses each contact with the client as an opportunity to review the whole account round it and market.
• Informs and educates clients about policy coverage changes exclusion and insurance coverage needs.
• Provides technical support to Producer(s) to benefit clients and to reach agencys strategic business goals.
• Prepares proposals in coordination with producer(s).
• Submits applications to eligible and appropriate carriers.
• 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.

Retention:

• Prepares summaries of insurance schedules and proposals as needed for account review.
• Remarkets renewals contacts clients creates renewal proposals and handles other renewal activities in coordination with the producer(s).
• 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.
• Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments
• Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

Marketing:

• Leaves accurate documentation of all contacts.
• Refers current and prospective clients to Life/Benefits Department and to Personal Lines for solicitation of those lines of business.
• Assists in design of or independently designs insurance plans for clients as assigned and directed by the agency management or Producer.
• Assists or completes other tasks as directed by agency management or Producer.
• Attends meetings with Clients at their location as necessary.
• Personal and Organizational Development:
• Sets priorities and manages workflow to ensure efficient timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients co-workers carriers vendors and other business contacts.
• Keeps informed regarding industry information new product information legislation coverages and technology to continuously improve knowledge and performance.
• Interacts with other effectively by utilizing good communications skills cooperating purposefully and providing information and guidance as needed to achieve the business goals of the agency.
• Performs technical tasks to expedite client services.
• Other duties may be assigned as needs arise or as required. This description is not intended as a contract and is subject to change.

Requirements:
Required Qualifications:

• Five (5) or more years experience in a Commercial Lines Account Manager position supporting Complex Large Construction clientele within the state of Florida required
• Applied Epic proficiency required
• Must have an active P&C 2-20 License
• Full knowledge of insurance products market and usage.
• Adequate knowledge of rating procedures coverage and industry operations to effectively manage maintain and underwrite assigned client and prospect lists.
• High School Diploma or equivalent

Preferred Qualifications:

• CIC or CRIS designations
• Some college preferred

Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.

Why Join Us:

At Acrisure were building more than a business were building a community where people can grow thrive and make an impact. Our benefits are designed to support every dimension of your life from your health and finances to your family and future.

Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks including:

• Physical Wellness: Comprehensive medical insurance dental insurance and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race color religion sex national origin disability or protected veteran status. Applicants may request reasonable accommodation by contacting .

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome your new opportunity awaits you.