Commercial Lines Real Estate Account Manager

Acrisure•Woodbury, NY

1d•$75,000 - $85,000

About The Position

Acrisure is seeking a Commercial Lines Real Estate Account Manager join our growing team in the East Division. Our Real Estate Account Managers are pivotal in aiding real estate 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

Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required
Active Property and Casualty License required
Strong organizational skills- ability to prioritize and be proactive
Excellent verbal and written communication skills as well as strong interpersonal skills
Computer skills, specifically Microsoft Word, Outlook and Excel
High School diploma required
Minimum of 2 years of experience in Commercial Lines and/ Commercial Lines Real Estate highly preferred

Nice To Haves

Associate Degree or higher preferred
Applied Systems / EPIC experience a plus

Responsibilities

Interact with clients to address all servicing needs.
Processing of policies, endorsements, and audits.
Enter policy data into our client management system.
Order loss runs for re-marketing accounts
Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage
Keep your desk and files organized at all times
Perform superior customer service at all times
Properly utilize the management system to keep track of all pending items.
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
Expedite certificates of insurance if CSR team is short staffed and client needs immediately
Run MVRs and update driver lists when required
Prepare renewal rating quotes, based on applications.
Process and issue binders
Attend agency and department meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

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.

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