Sr. Account Manager

Job Description

Job Title:SeniorAccount Manager

Department:Employee Benefits

Location:West Division

About Us:

AcrisuresWest Divisionbegan with a small group of agency partners joining together for the best interest of their clients and teams.Through collaboration and trust they revealedthe individualstrengths andthe extraordinary advantageat their doorsteps. As their success became a reality people took notice and the platform grew. Their entrepreneurial spirits drove the partnership that led the AcrisureWest Divisionto where it is today with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader thatoperatesa global insurance broker. Acrisureprovidesa broad array of insurance and financial related solutions including commercial property and casualty personal lines and employee benefits insurance real estate services cyber services and asset and wealth management. Acrisures massively valuable high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

SeniorAccount Managersperformadvancedresponsibilities and are primary points of contact for clients they oversee.Account Managers are individualcontributorsthey develop coverage strategies andplanwith occasional guidance or direct supervision.Theydemonstratethe skills and knowledge and can apply core principles of insurance to everyday situations.

Responsibilities:

• Perform daily service on assigned task by Producers and/or Account Executives with the agencys written procedures including but not limited to:

• Service accounts including account transactions such asquote and issue policiesID cards proposal endorsements certificates claims renewals follow-up and correspondence.

• Respond to client inquiries incoming mail and company request needs on a timely basis.

• Developscoverage strategies andplansas necessary.

• Insurance marketingand sales.

• Collect renewal data on assigned accounts.

• Claims support.

• Review new/renewal policies and endorsements toinsureitems were received as ordered.

• Maintain accuracy of client data in agency management system (Applied Systems/ EPIC)

• Document all activities in agency management system (Applied Systems/ EPIC)

• Understand andutilizeuploaddownloadandinterfacetechnology.

• Assistother departments in securing and/or providing information necessary to issueappropriatepoliciesin their department for which we have a mutual client.

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• Maintain knowledge of current underwriting requirements of contracted insurance carriers

• Maintain knowledge of policy provisions and any changes in these provisions

• Complete other functions andassignments asassigned including back-up duties.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• Active Property & Casualty LicenseRequired.

• Strong organizational skills-abilityto discern priority and initiative.

• Computer skills specifically Microsoft WordOutlookand Excel

• Excellent verbal and written communication skills as well as strong interpersonal skills

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

• Reasoning Skills: Ability to solve practical problems interpret a variety of instructions and deal with a variety of variablesfurnishedin written oral diagram or schedule form.

• Applied Systems /EPIC experiencea plus.

• Knows and applies principles of insurance to everyday situations.

Education/Experience:

• High School diplomaAssociate Degreeor higher preferred.

• Minimum of5years of experience in Employee Benefitsand/or in the industry.

• CPCU or special training course completiona plus.