Associate Account Manager

Commercial Lines Account Manager

This position will have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages and by providing extraordinary client service.

Responsibilities:

• Manages high-value or complex accounts, often involving more intricate problem-solving end negotiations.
• Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost.
• Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the "best" way to manage the customer's risk which may require an inventive approach.
• Provide day-to-day service, anticipate customer's needs, and respond to client issues/questions in a timely manner.
• Manages initial report of claims, and following up to ensure that the claim is properly progressing, and customer's needs are being met.
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.)
• Develops and executes strategic account plans to drive client growth and retention.
• Attempt to round-out each customer's insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable.
• Maintain customer records in accordance with procedures.
• Keeps customers up to date on "pending changes" in the insurance world that may impact their insurance coverage.
• Assists or completes other tasks as directed by platform management.
• Provide timely, professional, accurate communication to client, team, carrier representatives and
• Keep and maintain confidentiality of client records and communication.
• Engages with senior executives both within the company and at client organizations to align on goals and strategies.
• Conducts detailed analysis of account performance and implement improvements to optimize client satisfaction and profitability.
• Seeks referrals from clients and follows through to help generate new business.
• Refers current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
• Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
• Comply with agency standards, policies, and procedures.

Requirements:

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Able to function independently and as part of a team.
• Complies with continuing education requirements for agent licensing as well as professional designations.
• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Education/Experience:

• Bachelor's degree and/or 5+ years commercial insurance experience or recognized equivalent is required.
• Proven experience managing a portfolio of commercial accounts, including building strong client relationships, and delivering tailored insurance solutions.
• Hold and maintain appropriate state Property and Casualty Insurance License
• Initiate, obtain, and maintain (CISR elite, CIC, CRM, CPCU or other advanced designations)

Physical Demands:

• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms.
• Occasionally lift up to 20 lbs.

Work Environment:

• Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.
• The noise level in the work environment is usually moderate.

Benefits and Perks:

• Competitive compensation
• Generous vacation policy, paid holidays, and paid sick time
• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Company-paid Employee Assistance Program (EAP) and Calm App subscription
• Employee-paid Pet Insurance and optional supplemental insurance coverage
• Vested 401(k) with company match and financial wellness programs
• Flexible Spending Account ( FSA ), Health Savings Account (H SA ) and commuter benefits options
• Paid maternity leave, paid paternity leave, and fertility benefits
• Career growth and learning opportunities
• …and so much more!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

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

At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success.

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email View email address on click.appcast.io.

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at .

Welcome, your new opportunity awaits you.