Commercial Insurance Senior Account Manager

Acrisure • Jupiter, FL

20d • Hybrid

About The Position

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

Requirements

• 5+ years’ experience as a Commercial Lines Account Manager supporting complex, large construction clientele within Florida.
• Applied Epic proficiency.
• Active P&C 2-20 license.
• Full knowledge of insurance products, markets, and usage.
• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists.
• High school diploma or equivalent.

Nice To Haves

• CIC or CRIS designations.
• Some college preferred.

Responsibilities

• Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly.
• Uses each client contact as an opportunity to review the entire account, round it out, and market as needed.
• Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs.
• Provides technical support to producer(s) to benefit clients and support the agency’s strategic business goals.
• Prepares proposals in coordination with producer(s).
• Submits applications to eligible and appropriate carriers.
• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.
• Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items, verifying their accuracy.
• Prepares summaries of insurance, schedules, and proposals as needed for account reviews.
• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s).
• Renews policies following agency standards; verifies each renewal’s accuracy and ensures all renewals are produced.
• Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed.
• Maintains and updates electronic and client activity files.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Processes incoming mail requests, responding promptly and appropriately.
• Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed.
• Uses the agency credit and collection policy when invoicing and pursuing prompt payments.
• Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible.
• Leaves accurate documentation of all contacts.
• Refers current and prospective clients to the Life/Benefits Department and to Personal Lines for solicitation of those lines of business.
• Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s).
• Assists with or completes other tasks as directed by agency management or producer(s).
• Attends client meetings at their locations as necessary.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
• Stays informed regarding industry trends, new products, legislation, coverages, and technology to continuously improve knowledge and performance.
• Interacts effectively with others by utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve agency business goals.
• Performs technical tasks to expedite client services.
• Performs other duties as assigned.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

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