Commercial Lines Account Manager
$75k - $85kFull-time
Acrisure
JOB DESCRIPTION
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology 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 billion and employs over 19,000 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 The Commercial Lines Account Manager 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: * Establish and maintains a strong relationship and assists the client advisors in making decisions on account updates and coverage for accounts ranging from mid-size to large accounts with moderate complexities. * 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. * Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner. * Handles 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.).- Complete account reviews.
- Attempt to round-out each customer’s insurance portfolio including, the
- Assists or completes other tasks as directed by platform management.
- Provide timely, professional, accurate communication to client, team, and
- Keep and maintain confidentiality of client records and communication.
- Seeks referrals from clients and follows through to help generate new
- Comply with agency standards, policies, and procedures.
- This description is not meant to be all-inclusive and may be modified from time
- 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
- Demonstrated attention to detail, producing outcomes with minimal errors.
- Ability to adapt well to change in direction and priority in a fast-paced
- 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
Vacancy posted 2 days ago
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