Account Manager

Acrisure•San Jose, CA

2d•$70,000 - $90,000•Onsite

About The Position

The Commercial Lines Large Account Manager is primarily responsible for policy maintenance and service for an assigned portion of accounts. The role manages clients’ day-to-day service needs and works to maintain strong relationships and high client retention. It markets and services accounts in accordance with platform objectives and procedures, and contributes to profitable growth by meeting retention and renewal goals, proactively rounding accounts, recommending additional limits or coverages, and providing outstanding client service. The position serves mid-size to large accounts with moderate complexities, partnering with client advisors to review exposures and insurance programs, evaluate carrier fit, market and quote coverage, and prepare client proposals. The Account Manager provides timely service and claims follow-up, monitors carrier activities, completes account reviews, maintains confidential client records, and helps identify referrals and cross-selling opportunities. The role may also coach and mentor junior commercial lines team members and lead team meetings or initiatives. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. The position offers a base compensation range of $70,000 to $90,000. Acrisure describes a comprehensive benefits package, subject to eligibility and waiting periods, with offerings that may vary by subsidiary and geographic location.

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 abilities, including when answers are not readily apparent.
Demonstrated attention to detail and ability to produce work with minimal errors.
Ability to adapt to changing direction and priorities in a fast-paced environment.
Advanced proficiency with a variety of technology, including Microsoft Office.
Knowledge of agency management systems; Applied Epic is a plus.
Ability to work independently and as part of a team.
Comply with continuing education requirements for agent licensing and professional designations.
Stay informed about industry developments, new production information, coverages, and technology to continually improve knowledge.
Bachelor’s degree and/or at least 3 years of commercial insurance experience, or recognized equivalent.
Hold and maintain appropriate state Property and Casualty Insurance licensing.
Initiate, obtain, and maintain CISR Elite, CIC, or other advanced designations.

Nice To Haves

Knowledge of Applied Epic agency management system.
CISR Elite, CIC, or other advanced designations.

Responsibilities

Establish and maintain strong client relationships and assist client advisors with account updates and coverage decisions for mid-size to large accounts with moderate complexities.
Partner with client advisors to review client exposures and insurance programs, and assess whether carriers are the best fit based on coverage, protection, and cost.
Partner with client advisors to market and quote accounts and prepare proposals, considering risk management and insurance approaches to manage client risk.
Provide day-to-day client service, anticipate customer needs, and respond to questions and issues in a timely manner.
Handle initial claims reports and follow up to ensure claims are progressing properly and customer needs are being met.
Monitor carrier activities, including policy endorsements and claims, to ensure carriers fulfill their responsibilities to customers.
Complete account reviews.
Seek opportunities to round out clients’ 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 confidentiality of client records and communications.
Seek 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, when needed, lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.