Account Manager

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:

Mid-level Account Manager for Small/Mid CL

Responsibilities:

• Prepares proposals and applications, submits them to insureds and carriers, obtains clients' signatures on all apps, follows up to ensure timely responses, all in conjunction with requirements

• Provides technical support to Producers (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency's business goals

• Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly

• Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy

• All audits paid or returned to carrier on time

• Attends Fund Meetings and acts as liaison

• Visits appropriate clients in person

• Responds to clients' needs by producing binders, certificates, policies and other related items accurately and on time

• No complaints of delays from Clients or Producers

• Prepares summaries of insurance schedules and proposals for account review

• Remarkets, contacts clients and follows-up in conjunction with producers, renews policies by agency standards

• Maintains electronic files accurately and consistently.

• All Data entered in to and maintained in our Agency management System (EPIC)

• Handles cancellations with care, legally saving all accounts possible with adherence to E&O guidelines

• Assists in design of or independently designs insurance plans for clients

• Assists or completes other tasks as directed by agency management.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• Strong multi-tasking, organizational, communication & grammatical skills.

• Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints.

• Must be able to work as a team member to achieve department goals and overall company goals.

• Excellent customer service skills, including telephone and listening skills.

• Proficiency with MS Office

• Experience using an Agency Management System (Applied EPIC is preferred)

Education and/or Experience:

• High School Diploma or the recognized equivalent is required.

• Must possess a current Property & Casualty Insurance License.

• Prior Commercial Lines experience (3+ years preferred)

• Must continue to meet Continuing Education requirements for license renewal.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Parental Leave

• Generous time away