Commercial Lines Account Manager

Acrisure • Addison, TX

1d • Onsite

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. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The primary role of the Account Manager is to provide excellent customer service to our policyholders and prospects by answering their inquiries, resolving issues, and offering solutions. The ideal candidate should possess exceptional communication and problem-solving skills, and have a good understanding of insurance products and services.

Requirements

• Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years
• Must have an active P&C License
• Experience using Applied Epic strongly preferred.
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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 and round it out.
• Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs.
• Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals.
• 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 other related items; verifies their accuracy.
• Prepares summaries of insurance, schedules and proposals as needed for account review.
• 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 accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments
• Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
• 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, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interacts with other effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
• Performs technical tasks to expedite client services.
• Other duties may be assigned as needs arise, or as required.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees