About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

The Select Commercial Lines Account Manager Role provides service to assigned clients and is responsible for servicing all existing and renewed accounts including processing and review of information, responding to requests, data input, and project management. 

Client-Facing Expectations:

Develop a rapport with main day-to-day contacts to create and assurance with the client 

Develop an understanding of client’s overall operation & business goals, and assist team in helping track such goals 

Handle Day to Day service requests, obtaining claim information, providing various documents and reviewing coverage questions

Responsibilities:

Provide a high level of service to assigned clients, including prompt and through responses 

Handle policy checking, ordering loss runs, completing loss summary or special project. 

Keep team members fully informed of important activities on their accounts including being sensitive to potential problems. 

Maintain accurate and updated files in agency management system. 

Prioritize workload and/or request for assistance as required. 

Apply project management skills to assist team with projects on an as-needed basis 

Process agency invoicing and assist to resolve billing discrepancies for assigned accounts. 

Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate 

Obtain and deliver information, quotations, policy changes, etc. as necessary 

Review policies, audits and endorsements for accuracy; report errors to insurance companies for correction. 

Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery. 

Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc. 

Request loss runs from insurance carriers or pull directly from websites. 

Process rating and endorsements on insurance carrier’s websites  

Oversee and manage the policy checking and delivery process to insured as directed by the team. 

Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials  

Requirements:

Ability to work with minimum supervision; able to accept direction on given assignments. 

Knowledge of MS Office Products, Word, Outlook, and 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.  

Experience with a broker/agent, including marketing small accounts to carriers; excellent knowledge of the markets a plus. 

Strong knowledge of all basic P&C coverages, focus/specialty in certain coverage areas a plus. 

Preferred minimum 5 years relevant Commercial Lines experience. 

Licensed in property and casualty insurance preferred. 

Ability to operate EPIC 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.