Account Manager

Acrisure•Wallingford, CT

2d•$60,000 - $70,000

About The Position

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. 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. Responsibilities: Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence. Respond to client inquiries, incoming mail, and company request needs on a timely basis. Insurance marketing and sales. Collect renewal data on assigned accounts. Claims support. Develops coverage strategies and plans as necessary. Review new/renewal policies and endorsements to insure items were received as ordered. Maintain accuracy of client data in agency management system (Applied Systems / EPIC) Document all activities in agency management system (Applied Systems / EPIC) Understand and utilize upload, download and interface technology. Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client. Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management. Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. Maintain knowledge of current underwriting requirements of contracted insurance carriers Maintain knowledge of policy provisions and any changes in these provisions Complete other functions and assignments as assigned including back-up duties. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements

Active Property & Casualty License Required
Strong organizational skills- ability to prioritize and be proactive
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
Knows and applies principles of insurance to everyday situations.
High School diploma required
Minimum of 2 years of experience in commercial lines.

Nice To Haves

Applied Systems / EPIC experience a plus
Associate Degree or higher preferred.
CPCU or special training course completion a plus.

Responsibilities

Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Develops coverage strategies and plans as necessary.
Review new/renewal policies and endorsements to insure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including back-up duties.

Benefits

Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Opportunities for Growth
Parental Leave
Generous time away
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.