Account Manager

Acrisure Southwest Partners Insurance Services, LLC•San Jose, CA

10d•$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 through day-to-day service and strong client relationships, and on marketing and servicing accounts according to platform objectives and procedures. The manager contributes to profitable platform growth by meeting retention and renewal goals, rounding out accounts, identifying opportunities to increase limits or coverages, and providing outstanding client service. The role serves mid-size to large accounts with moderate complexities and may coach and mentor junior commercial lines team members.

Requirements

Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation.
Strong understanding of accounting or strong math skills.
Strong critical-thinking and problem-solving abilities, including when answers are not readily apparent.
Attention to detail and ability to produce work with minimal errors.
Ability to adapt to changes in direction and priorities in a fast-paced environment.
Advanced proficiency with a variety of technology, including Microsoft Office.
Ability to function independently and as part of a team.
Compliance with continuing education requirements for agent licensing and professional designations.
Keep informed about industry information, production information, coverages, and technology.
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 agency management systems; Applied Epic is a plus.

Responsibilities

Establish and maintain strong client relationships and assist client advisors with account updates and coverage decisions.
Collaborate with client advisors to review client exposures and insurance programs and assess carrier fit, coverage, protection, and cost.
Work with client advisors to market and quote accounts and prepare client proposals addressing risk management and insurance needs.
Provide day-to-day service, anticipate customer needs, and respond promptly to client issues and questions.
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.
Round out customers' insurance portfolios, including soliciting additional commercial and personal lines coverage 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, teammates, and carrier representatives in a timely, professional, and accurate manner.
Maintain the 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 potentially lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.