Sr Account Manager

Job Title:Senior Account Manager

Department:Commercial Lines

Location:West Division

About Acrisure

A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringingcutting-edgetechnology 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.

In the last twelve years Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership accountability and collaboration we equip our teams to work at the highest levels possible.

Job Summary:

Senior Account Managers perform advanced responsibilities and are primary points of contact for clients they oversee. Senior Account Managers are individual contributors and develop coverage strategies andplanswith occasional guidance or direct supervision. Senior account managers will apply the core principles of insurance to everyday situations anddemonstratethe skills and knowledge to understand specific needs or requirements that may require an inventive approach. Senior account managers can be primary points of contact for the clients they oversee.

Responsibilities:

• Service accounts including account transactions such as quote and issue policies ID cards proposal endorsements certificates claims renewals follow-up and correspondence.

• Respond to client inquiries incoming mail and company request needs ona timelybasis.

• Develop coverage strategies andplansas necessary.

• Insurance marketing and sales.

• Collect renewal data on assigned accounts.

• Claims support.

• Review new/renewal policies and endorsements toensureitems 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 issueappropriate policiesin 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 and assignmentsassignedincludingbackupduties.

Requirements:

• Active Property & Casualty License Required.

• Strong organizational skills-the abilityto discern priority and initiative.

• Computer skills specifically Microsoft Word Outlook and Excel

• Excellent verbal and written communication skills as well as strong people 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 oraldiagramor schedule form.

• Applied Systems / EPIC experience is a plus.

• Knowand apply principles of insurance to everyday situations.

Education and Experience:

• High School diploma.

• Minimum of4years of experience in commercial lines and/orindustry.

• CPCU or special training course completion is a plus.