Account Manager

Acrisure•Las Vegas, NV

17h•$70,000 - $90,000•Onsite

About The Position

The Commercial Lines Large Account Manager is responsible for policy maintenance and service for an assigned portion of accounts. The role focuses on client retention, day-to-day client service, strong client relationships, and marketing and servicing accounts in accordance with platform objectives and procedures. The Account Manager supports profitable platform growth by meeting retention and renewal goals, rounding out accounts, identifying opportunities to increase limits or coverage, and providing exceptional client service. The position serves mid-size to large accounts with moderate complexity and works closely with client advisors on account updates, insurance program reviews, marketing, quoting, and proposals. The Account Manager also handles initial claim reporting and follow-up, monitors carrier service, completes account reviews, maintains client records and confidentiality, and helps develop junior commercial-lines team members. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence.
Strong understanding of accounting or strong math skills.
Strong critical-thinking and problem-solving ability, including when solutions are not readily apparent.
Attention to detail and ability to produce work with minimal errors.
Ability to adapt to changes in direction and priority in a fast-paced environment.
Advanced proficiency with a variety of technology, including Microsoft Office.
Ability to work independently and as part of a team.
Bachelor’s degree and/or at least 3 years of commercial insurance experience, or a recognized equivalent.
Hold and maintain appropriate state Property and Casualty Insurance licensing.
Comply with continuing education requirements for agent licensing and professional designations.

Nice To Haves

Knowledge of agency management systems; Applied Epic is a plus.
Initiate, obtain, and maintain an advanced designation such as CISR Elite or CIC, or another advanced designation.

Responsibilities

Build and maintain strong client relationships and assist client advisors with account updates and coverage decisions for mid-size to large accounts with moderate complexity.
Work with client advisors to review client exposures and insurance programs and assess carrier fit based on coverage, protection, and cost.
Collaborate with client advisors to market and quote accounts and prepare client proposals addressing risk management and insurance needs.
Provide day-to-day client service, anticipate customer needs, and respond to questions and issues promptly.
Handle initial claim reports and follow up to ensure claims progress appropriately and customer needs are met.
Monitor carrier activities to ensure carriers fulfill responsibilities, including policy endorsements and claims handling.
Complete account reviews.
Seek opportunities to round out customers’ insurance portfolios, including additional commercial and personal lines where applicable, and maintain customer records according to procedures.
Keep customers informed about pending changes in the insurance industry that may affect their coverage.
Complete other tasks as directed by platform management.
Communicate with clients, team members, and carrier representatives in a timely, professional, and accurate manner.
Maintain the confidentiality of client records and communications.
Request client referrals and follow through to help generate new business.
Refer current and prospective clients to the Benefits Department and Personal Insurance for solicitation of those lines of business.
Coach and mentor junior commercial-lines team members and potentially lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.
Meet continuing education requirements for agent licensing and professional designations.
Stay informed about industry developments, new production information, coverages, and technology.