ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop strategy for retention of accounts at renewal time.
Assist in cross-selling other lines of business to existing accounts.
Work with clients to obtain sufficient information to prepare renewal submissions.
Participate in presentations to existing and prospective clients.
Review clients’ operational, contractual and financial exposure to loss.
Develop and maintain financial models of loss sensitive programs.
Review insurance policies and contracts.
Work with others to obtain and deliver information, quotations, policy changes, etc.
Develop and monitor client service plans in conjunction with claims and loss control on
an annual basis.
Responsible for stewardship reports with feedback from clients.
Responsible for team’s ongoing service to include client surveys, experience mod calculations,
loss picks and reserve analysis.
Manage Account Receivables to agency standards and facilitate collection of monies
from clients.
Work independently and within a team on special nonrecurring and ongoing projects.
Oversee a team of Account Managers and Assistant Account Managers on a daily basis
as well as helping to develop the team members professionally.
Control & direct renewal strategy internally with producer & team, and externally with the client.
Utilize external and internal resources to educate the team with insurance or industry knowledge.
Build replicable policies and procedures that create efficiencies within the service team.
Understanding of team atmosphere and contemplating how change affects the entire team.
Communicate clearly to surrounding team members, producers, and COO on day to day & renewal responsibilities as well as problematic situations.
Take the lead in creating educational presentations for clients and industry groups. Presentations include the following: Non Work Comp Proposals, Workers Compensation(including various loss sensitive programs) Proposals, Program Specific topics, Risk Management focused topics, Industry focused topics.
KNOWLEDGE AND SKILL REQUIREMENTS
Ability to work with minimum supervision; able to accept direction on given assignments.
Knowledge of MS Office Products, Word, Outlook and advanced knowledge of excel.
Demonstrated flexibility and adaptability to changing priorities and deadlines.
Strong analytical skills and attention to detail to ensure document accuracy.
Able to work effectively in a team environment with strong customer service skills.
Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Ability to travel domestically for client visits and the occasional relevant industry conference.
Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets a plus.
Strong knowledge of all basic P&C coverages with a focus on loss sensitive casualty programs.
Captive experience a plus.
Demonstrated superior presentation and relationship skills in this highly Client interactive role.
Minimum 5 years relevant Commercial Lines experience a plus with a preference for 10+ years experience.
College degree preferred.
Licensed in property and casualty insurance preferred.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without 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 www.Acrisure.com/privacy/caapplicant.
To 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 Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.