Commercial Lines Account Manager

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.

Job Summary:

This position will include all aspects of servicing commercial accounts. Account size may range from $3.5M - $4M and account assignments will be determined at the discretion of the firm. Client retention is a key objective of this position. You will be expected to perform the following tasks from start to finish and will have an Associate AE as well the CSR Team to assist with several of the tasks.

Responsibilities:

• Interact with clients to address all servicing needs

• Processing of policies, endorsements, and audits

• Enter policy data into our client management system

• Order loss runs for re‐marketing accounts

• Become proficient in carrier web‐sites for quoting when re-marketing an account or adding additional lines of coverage

• Keep your desk and files organized at all times

• Perform superior customer service at all times

• Properly utilize the agency management system (Epic) to keep track of all pending items

• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.

• Expedite certificates of insurance if CSR team is short staffed and client needs immediately

• Run MVR’s and update driver lists when required

• Prepare renewal rating quotes, based applications

• Prepare proposals

• Process and issue binders

• Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed.

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Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:

• Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job, required

• Excellent business skills, required

• High school diploma or the recognized equivalent, required

• P&C Broker/Agent license, required

• Computer skills necessary to perform the essential functions of the job (i.e. Spreadsheets, database, word processing and insurance software) required

Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

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.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.