Acrisure LLC
Senior Account Manager, Commercial Lines Complex Accounts
Acrisure LLC, Hialeah, Florida, United States, 33014
Overview
Insurance Commercial Lines, Senior Account Manager, Complex Accounts Acrisure Join to apply for the Insurance Commercial Lines, Senior Account Manager, Complex Accounts role at Acrisure. Job Functions, Responsibilities
Works directly with clients Producer to develop a marketing strategy for new and renewal business that meets the clients needs and exposure. Works directly with clients to obtain underwriting information required. Serves as an insurance advisor and consultant to the agencys clients by assisting with coverage changes and/or adding necessary coverages; uses each client contact to review the whole account, round it and market. Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs. Establishes rapport with underwriters to present, negotiate and secure competitive and comprehensive quotes with coverage specific to the clients exposures. Has in-depth knowledge of coverage on all commercial lines of business and knowledge of rating rules and limitations. Familiar with the agencys contracted carriers appetite and underwriting guidelines. Navigates multiple company websites for online quotes and online changes. Prepares summaries of insurance, schedules, quotes and proposals. Prepares all applications and required documents for signing. Binds coverages and changes with carriers/brokers; reviews binders to ensure accuracy of coverage ordered. Verifies policy and endorsement information and facilitates corrections when necessary. Works with clients to answer coverage and billing questions; handles claims reporting to carriers. Issues Certificates of Insurance, Evidence of Property Insurance, and Auto Insurance ID Cards to evidence coverages. Verifies direct bill cancellations and takes corrective action when needed; processes and follows up on other cancellation requests to carriers. Uses agency credit and collection policy in invoicing and pursuing prompt payments. Maintains and updates electronic and client activity files. Provides other technical support to the Producer to benefit clients and achieve agency goals. Assists or completes other tasks as directed by agency management. Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change. Personal and Organizational Development
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and responsibilities. Maintains cordial and effective relationships with clients, co-workers, carriers, and other business contacts. Keeps informed regarding industry information, new product information, legislation, coverages, and technology to improve knowledge and performance. Interacts effectively by using good communication, cooperating purposefully, and providing guidance to achieve agency business goals. Maintains up-to-date technical knowledge and understands how to perform technical tasks to expedite client service. Education/Experience Requirements
Five (5) years of experience in Commercial Lines with complex accounts (required). Must have a valid 2-20 Florida license. Some college education is preferred. Insurance designations preferred. Ability to use computer, calculator, agency automation system; proficiency in Microsoft Word and Excel. Ability to communicate effectively in writing and orally. Team player and customer service oriented. Ability to perform repetitious tasks with high attention to detail. Competencies
Functional Technical Skills high level of technical ability. Informing provides information to support timely, accurate decisions. Time Management manages time effectively, prioritizes key tasks. Customer Focus dedicated to meeting client expectations. Quantity of Output meets goals consistently. Quality of Work high accuracy with minimal rework. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Benefits and Perks
Competitive compensation Flexible vacation policy, paid holidays, and paid sick time Medical, Dental, and Vision Insurance (employee-paid) Company-paid Short-Term and Long-Term Disability Insurance Company-paid Group Life insurance Company-paid EAP and Calm App subscription Employee-paid Pet Insurance and optional supplemental coverage Vested 401(k) with company match and financial wellness programs FSA, HSA and commuter benefits options Paid maternity/paternity leave and fertility benefits Career growth and learning opportunities Additional benefits may vary by location Note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply. Offerings may vary by subsidiary or geographic location. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. California residents can learn more about our privacy practices at Acrisure California Applicant Privacy Policy: www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes unless a mutual service agreement is signed. Unsolicited resumes will be considered Acrisures property. #J-18808-Ljbffr
Insurance Commercial Lines, Senior Account Manager, Complex Accounts Acrisure Join to apply for the Insurance Commercial Lines, Senior Account Manager, Complex Accounts role at Acrisure. Job Functions, Responsibilities
Works directly with clients Producer to develop a marketing strategy for new and renewal business that meets the clients needs and exposure. Works directly with clients to obtain underwriting information required. Serves as an insurance advisor and consultant to the agencys clients by assisting with coverage changes and/or adding necessary coverages; uses each client contact to review the whole account, round it and market. Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs. Establishes rapport with underwriters to present, negotiate and secure competitive and comprehensive quotes with coverage specific to the clients exposures. Has in-depth knowledge of coverage on all commercial lines of business and knowledge of rating rules and limitations. Familiar with the agencys contracted carriers appetite and underwriting guidelines. Navigates multiple company websites for online quotes and online changes. Prepares summaries of insurance, schedules, quotes and proposals. Prepares all applications and required documents for signing. Binds coverages and changes with carriers/brokers; reviews binders to ensure accuracy of coverage ordered. Verifies policy and endorsement information and facilitates corrections when necessary. Works with clients to answer coverage and billing questions; handles claims reporting to carriers. Issues Certificates of Insurance, Evidence of Property Insurance, and Auto Insurance ID Cards to evidence coverages. Verifies direct bill cancellations and takes corrective action when needed; processes and follows up on other cancellation requests to carriers. Uses agency credit and collection policy in invoicing and pursuing prompt payments. Maintains and updates electronic and client activity files. Provides other technical support to the Producer to benefit clients and achieve agency goals. Assists or completes other tasks as directed by agency management. Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change. Personal and Organizational Development
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and responsibilities. Maintains cordial and effective relationships with clients, co-workers, carriers, and other business contacts. Keeps informed regarding industry information, new product information, legislation, coverages, and technology to improve knowledge and performance. Interacts effectively by using good communication, cooperating purposefully, and providing guidance to achieve agency business goals. Maintains up-to-date technical knowledge and understands how to perform technical tasks to expedite client service. Education/Experience Requirements
Five (5) years of experience in Commercial Lines with complex accounts (required). Must have a valid 2-20 Florida license. Some college education is preferred. Insurance designations preferred. Ability to use computer, calculator, agency automation system; proficiency in Microsoft Word and Excel. Ability to communicate effectively in writing and orally. Team player and customer service oriented. Ability to perform repetitious tasks with high attention to detail. Competencies
Functional Technical Skills high level of technical ability. Informing provides information to support timely, accurate decisions. Time Management manages time effectively, prioritizes key tasks. Customer Focus dedicated to meeting client expectations. Quantity of Output meets goals consistently. Quality of Work high accuracy with minimal rework. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Benefits and Perks
Competitive compensation Flexible vacation policy, paid holidays, and paid sick time Medical, Dental, and Vision Insurance (employee-paid) Company-paid Short-Term and Long-Term Disability Insurance Company-paid Group Life insurance Company-paid EAP and Calm App subscription Employee-paid Pet Insurance and optional supplemental coverage Vested 401(k) with company match and financial wellness programs FSA, HSA and commuter benefits options Paid maternity/paternity leave and fertility benefits Career growth and learning opportunities Additional benefits may vary by location Note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply. Offerings may vary by subsidiary or geographic location. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. California residents can learn more about our privacy practices at Acrisure California Applicant Privacy Policy: www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes unless a mutual service agreement is signed. Unsolicited resumes will be considered Acrisures property. #J-18808-Ljbffr