Commercial Lines Account Manager

Acrisure•Melbourne, FL

1d•Hybrid

About The Position

Acrisure is seeking a Commercial Lines Account Manager to join our growing Commercial Transportation team. Our Account Managers are pivotal in aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Must meet service and sales delivery standards and perform essential functions to the quality and service standards developed by Acrisure. The duties and responsibilities of this position are to support the goals, mission and needs of Acrisure. Primarily, this entails providing the sales team with the necessary service support to aid them in obtaining new clients and retaining existing ones.

Requirements

Active Property & Casualty License Required.
Strong organizational skills- the ability to discern priority and initiative.
Computer skills, specifically Microsoft Word, Outlook, and Excel
Excellent verbal and written communication skills as well as strong people skills
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Know and apply principles of insurance to everyday situations.

Nice To Haves

Applied Systems / EPIC experience is a plus.
Commercial insurance transportation experience highly preferred.
CPCU or special training course completion is a plus.

Responsibilities

Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Develop coverage strategies and plans, as necessary.
Review new/renewal policies and endorsements to ensure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download, and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers.
Maintain knowledge of policy provisions and any changes in these provisions.
Complete other functions and assignments assigned, including backup duties.