Commercial Lines Associate Account Manager

Acrisure•Miami, FL

22h•Onsite

About The Position

The Associate Account Manager for Commercial Lines is responsible for assisting the Account Manager with service needs. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency. Primary Responsibilities include: Support Account Manager by requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to Account Manager requests in a timely manner that will avoid potential E&O issues. Provide service and support to Account Managers on existing accounts and assist them in their delivery of commitments to clients. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues. Maintains client accounts on agency management system, documents conversations, properly attaches documents to EPIC, sends confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner. All of this is done in a manner to avoid potential E&O issues. Other Responsibilities Include: Participate in seminars and other training for knowledge and skill development. Provide backup in other areas as assigned. Perform other duties and special projects at management’s request. Help develop efficiencies in automation and paper flow. Keep Account Managers fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts. Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Welcome, your new opportunity awaits you. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place! To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

Requirements

College degree preferred, High School diploma or equivalent required
2-20 or 4-40 Florida Insurance License required
Proven P & C Customer Service experience required
Epic or other Agency Management Systems experience strongly preferred
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Epic or other Agency Management Systems experience strongly preferred

Responsibilities

Assisting the Account Manager with service needs
Support Account Manager by requesting policy changes, handling premium collections, and answering questions and concerns of the client
Provide service and support to Account Managers on existing accounts and assist them in their delivery of commitments to clients
Prepares summaries of insurance and recommends coverages
Maintains client accounts on agency management system, documents conversations, properly attaches documents to EPIC, sends confirmations to insured’s and adheres to all other automation procedures that are or become established
Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items
Responds to carrier requests for additional information in a timely manner
Participate in seminars and other training for knowledge and skill development
Provide backup in other areas as assigned
Perform other duties and special projects at management’s request
Help develop efficiencies in automation and paper flow
Keep Account Managers fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts
Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures