Commercial Lines Account Manager

Department: Commercial Lines: Condo
Location: Florida, USA (hybrid)

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.   

Job Description

New Business

• Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly. Uses each client contact as an opportunity to review the entire account, round it out, and market as needed.

• Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs.

• Provides technical support to producer(s) to benefit clients and support the agency’s strategic business goals.

• Prepares proposals in coordination with producer(s).

• Submits applications to eligible and appropriate carriers.

• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.

• Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items, verifying their accuracy.

• Prepares summaries of insurance, schedules, and proposals as needed for account reviews.

• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s).

• Renews policies following agency standards; verifies each renewal’s accuracy and ensures all renewals are produced.

• Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed.

• Maintains and updates electronic and client activity files.

• Verifies policy and policy change information, facilitating corrections when necessary.

• Processes incoming mail requests, responding promptly and appropriately.

• Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed.

• Uses the agency credit and collection policy when invoicing and pursuing prompt payments.

• Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible.

• Leaves accurate documentation of all contacts.

• Refers current and prospective clients to the Life/Benefits Department and to Personal Lines for solicitation of those lines of business.

• Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s).

• Assists with or completes other tasks as directed by agency management or producer(s).

• Attends client meetings at their locations as necessary.

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.

• Stays informed regarding industry trends, new products, legislation, coverages, and technology to continuously improve knowledge and performance.

• Interacts effectively with others by utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve agency business goals.

• Performs technical tasks to expedite client services.

• Performs other duties as assigned. This description is not intended as a contract and is subject to change.

• 5+ years’ experience as a Commercial Lines Account Manager supporting complex, large construction clientele within Florida.

• Applied Epic proficiency.

• Active P&C 2-20 license.

• Full knowledge of insurance products, markets, and usage.

• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists.

• High school diploma or equivalent.

• CIC or CRIS designations

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