Acrisure
Overview
Join to apply for the
Commercial Lines Account Executive
role at
Acrisure .
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary Due to experience and technical knowledge, the Account Manager is responsible for handling higher level risk issues with direction from the Client Advisor. The AM is responsible for servicing new and existing clients that generate, on average, generally more than $2,500 in commission or as otherwise assigned. Provide, with a positive attitude, a high level of support in obtaining, maintaining and expanding and servicing business accounts. Ensure accuracy of new and existing data input in the automation system and perform essential functions per guidelines, procedures, quality and service standards stated by the agency. Marketing activity is required in this position to meet sales, service, retention and quality standards. This position requires direct interaction with clients. Effective communication is a key component in this role. AM should demonstrate leadership amongst their peers and team members and be comfortable delegating work and developing Account Associates.
Responsibilities
Provide customer service to clients as assigned and requested.
Work with the Client Advisor as they ascertain client needs and set up account management strategy for the account.
Receive requests for changes to existing coverage and/or new policies. Explain coverage options, make coverage recommendations, request policy changes, handle premium collections, and answer questions and concerns to avoid potential E&O issues.
Proactively inform the Client Advisor of relevant changes and updates that materially affect overall client management strategy.
Review aged receivables and manage notices of cancellation per agency procedures.
In accordance with the client management strategy, regularly review current coverage, recommend changes in coverage or markets, and actively solicit increases in coverage or rounding out of the account.
Prepare proposals, schedules of insurance and recommendations for clients; prepare quotes, proposals, applications, and supplemental forms for timely submission to carriers for new or renewal accounts as directed by the Client Advisor.
Competently discuss policy changes and coverage issues with underwriters while advocating on the client’s behalf.
Initiate renewal reviews with Client Advisor and re-market as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepare summaries of insurance and recommend coverages to avoid potential E&O issues.
Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.
Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.
Remarketing of a renewal to provide best option(s) available to the client in current market conditions.
Receive, review, and manage cancellations and act to save accounts as appropriate. Determine necessary action and notify the Client Advisor as necessary.
Maintains client accounts on the agency automation system, documents conversations, attaches documents, sends confirmations, and adheres to all automation procedures. Maintains follow-up and suspense system for outstanding orders and correspondence, and responds to carrier requests in a timely manner.
In conjunction with Manager/Coordinator of Business Insurance, coach and mentor team members in their professional development. Support and implement strategies to accomplish the agency mission and initiatives.
All work is executed in a manner to avoid potential E&O issues. Immediately notifies management of any potential E&O issues.
Requirements
Licensed in P&C
3-5 years of relevant experience in commercial lines insurance
Proficiency with the MS Office Suite
Proficiency with Applied Epic preferred
Benefits and Perks
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.
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.
At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success. We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination. Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
Pay Details The base compensation range for this position is $60,000 - $110,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Customer Service, Business Development, and Sales
Industries: Insurance
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Commercial Lines Account Executive
role at
Acrisure .
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary Due to experience and technical knowledge, the Account Manager is responsible for handling higher level risk issues with direction from the Client Advisor. The AM is responsible for servicing new and existing clients that generate, on average, generally more than $2,500 in commission or as otherwise assigned. Provide, with a positive attitude, a high level of support in obtaining, maintaining and expanding and servicing business accounts. Ensure accuracy of new and existing data input in the automation system and perform essential functions per guidelines, procedures, quality and service standards stated by the agency. Marketing activity is required in this position to meet sales, service, retention and quality standards. This position requires direct interaction with clients. Effective communication is a key component in this role. AM should demonstrate leadership amongst their peers and team members and be comfortable delegating work and developing Account Associates.
Responsibilities
Provide customer service to clients as assigned and requested.
Work with the Client Advisor as they ascertain client needs and set up account management strategy for the account.
Receive requests for changes to existing coverage and/or new policies. Explain coverage options, make coverage recommendations, request policy changes, handle premium collections, and answer questions and concerns to avoid potential E&O issues.
Proactively inform the Client Advisor of relevant changes and updates that materially affect overall client management strategy.
Review aged receivables and manage notices of cancellation per agency procedures.
In accordance with the client management strategy, regularly review current coverage, recommend changes in coverage or markets, and actively solicit increases in coverage or rounding out of the account.
Prepare proposals, schedules of insurance and recommendations for clients; prepare quotes, proposals, applications, and supplemental forms for timely submission to carriers for new or renewal accounts as directed by the Client Advisor.
Competently discuss policy changes and coverage issues with underwriters while advocating on the client’s behalf.
Initiate renewal reviews with Client Advisor and re-market as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepare summaries of insurance and recommend coverages to avoid potential E&O issues.
Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.
Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.
Remarketing of a renewal to provide best option(s) available to the client in current market conditions.
Receive, review, and manage cancellations and act to save accounts as appropriate. Determine necessary action and notify the Client Advisor as necessary.
Maintains client accounts on the agency automation system, documents conversations, attaches documents, sends confirmations, and adheres to all automation procedures. Maintains follow-up and suspense system for outstanding orders and correspondence, and responds to carrier requests in a timely manner.
In conjunction with Manager/Coordinator of Business Insurance, coach and mentor team members in their professional development. Support and implement strategies to accomplish the agency mission and initiatives.
All work is executed in a manner to avoid potential E&O issues. Immediately notifies management of any potential E&O issues.
Requirements
Licensed in P&C
3-5 years of relevant experience in commercial lines insurance
Proficiency with the MS Office Suite
Proficiency with Applied Epic preferred
Benefits and Perks
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.
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.
At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success. We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination. Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
Pay Details The base compensation range for this position is $60,000 - $110,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Customer Service, Business Development, and Sales
Industries: Insurance
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