Account Manager

Acrisure•Wallingford, CT

16d•Hybrid

About The Position

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.

Requirements

Commercial accounts servicing experience
Proficiency in carrier websites for quoting
Proficiency in agency management systems (Epic)
Ability to communicate with carriers for underwriting matters, audits, endorsements, etc.
Ability to expedite certificates of insurance
Ability to run MVRs and update driver lists
Ability to prepare renewal rating quotes and proposals
Ability to process and issue binders
Willingness to attend agency and department meetings, training, and education classes

Nice To Haves

Associate AE and CSR Team support available

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)