CL Account Manager--Public Entity

Acrisure • Wallingford, CT

93d • $85,000 - $100,000

About The Position

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. Job Summary: Mid-level support of Account Executives servicing the Public Entity and Municipal Sector business.

Requirements

• Strong multi-tasking, organizational, communication & grammatical skills.
• Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints.
• Must be able to work as a team member to achieve department goals and overall company goals.
• Excellent customer service skills, including telephone and listening skills.
• Proficiency with MS Office
• Experience using an Agency Management System (Applied EPIC is preferred)

Nice To Haves

• Prior Commercial Lines experience (3+ years preferred)
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Prepares proposals and applications, submits them to insureds and carriers, obtains clients' signatures on all apps, follows up to ensure timely responses, all in conjunction with requirements
• Provides technical support to Producers (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency's business goals
• Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly
• Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy
• Ensures all audits paid or returned to carrier on time
• Attends Fund Meetings and acts as liaison
• Visits appropriate clients in person
• Responds to clients' needs by producing binders, certificates, policies and other related items accurately and on time
• Prepares summaries of insurance schedules and proposals for account review
• Remarkets, contacts clients and follows-up in conjunction with producers, renews policies by agency standards
• Maintains electronic files accurately and consistently. All Data entered in to and maintained in our Agency management System (EPIC)
• Handles cancellations with care, legally saving all accounts possible with adherence to E&O guidelines
• Assists in design of or independently designs insurance plans for clients
• Assists or completes other tasks as directed by agency management.

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees