Sr. Account Manager - Real Estate & Hospitality

Acrisure•Uniondale, NY

11d•Onsite

About The Position

Acrisure is a global fintech leader that empowers businesses and individuals with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services. The company has grown significantly in revenue and employs over 19,000 colleagues in more than 20 countries. This role is for a Commercial Lines Real Estate Account Manager who will be pivotal in aiding real estate clients with service needs and making changes to existing accounts. The position requires specific service and marketing responsibilities, and the individual must meet service and sales delivery standards. The primary goal is to provide sales teams with the necessary service support to acquire new clients and retain existing ones.

Requirements

Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required.
Commercial insurance real estate experience highly preferred.
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.
Applied Systems / EPIC experience a plus.
High School diploma required, Associate Degree or higher preferred.
Minimum of 3 years of experience in Commercial Lines.
Active Property and Casualty License required.

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).