Acrisure
Account Manager--American Public Entity (Wholesale)
Acrisure, Oklahoma City, Oklahoma, United States
Overview
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary
Mid-level support of Account Executives servicing the Public Entity and Municipal Sector business.
Responsibilities Prepares proposals and applications, submits them to insureds and carriers, obtains clients\' signatures on all apps, follows up to ensure timely responses, all in conjunction with requirements
Provides technical support to Producers (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency\'s business goals
Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly
Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy
All audits paid or returned to carrier on time
Attends Fund Meetings and acts as liaison
Visits appropriate clients in person
Responds to clients\' needs by producing binders, certificates, policies and other related items accurately and on time
No complaints of delays from Clients or Producers
Prepares summaries of insurance schedules and proposals for account review
Remarkets, contacts clients and follows-up in conjunction with producers, renews policies by agency standards
Maintains electronic files accurately and consistently
All Data entered in to and maintained in our Agency management System (EPIC)
Handles cancellations with care, legally saving all accounts possible with adherence to E&O guidelines
Assists in design of or independently designs insurance plans for clients
Assists or completes other tasks as directed by agency management
Requirements Strong multi-tasking, organizational, communication & grammatical skills
Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints
Must be able to work as a team member to achieve department goals and overall company goals
Excellent customer service skills, including telephone and listening skills
Proficiency with MS Office
Experience using an Agency Management System (Applied EPIC is preferred)
Education and/or Experience High School Diploma or the recognized equivalent is required
Must possess a current Property & Casualty Insurance License
Prior Commercial Lines experience (3+ years preferred)
Must continue to meet Continuing Education requirements for license renewal
Benefits & Perks Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
Pay Details: The base compensation range for this position is $80,000 - $100,000. 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. 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.
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.
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Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary
Mid-level support of Account Executives servicing the Public Entity and Municipal Sector business.
Responsibilities Prepares proposals and applications, submits them to insureds and carriers, obtains clients\' signatures on all apps, follows up to ensure timely responses, all in conjunction with requirements
Provides technical support to Producers (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency\'s business goals
Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly
Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy
All audits paid or returned to carrier on time
Attends Fund Meetings and acts as liaison
Visits appropriate clients in person
Responds to clients\' needs by producing binders, certificates, policies and other related items accurately and on time
No complaints of delays from Clients or Producers
Prepares summaries of insurance schedules and proposals for account review
Remarkets, contacts clients and follows-up in conjunction with producers, renews policies by agency standards
Maintains electronic files accurately and consistently
All Data entered in to and maintained in our Agency management System (EPIC)
Handles cancellations with care, legally saving all accounts possible with adherence to E&O guidelines
Assists in design of or independently designs insurance plans for clients
Assists or completes other tasks as directed by agency management
Requirements Strong multi-tasking, organizational, communication & grammatical skills
Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints
Must be able to work as a team member to achieve department goals and overall company goals
Excellent customer service skills, including telephone and listening skills
Proficiency with MS Office
Experience using an Agency Management System (Applied EPIC is preferred)
Education and/or Experience High School Diploma or the recognized equivalent is required
Must possess a current Property & Casualty Insurance License
Prior Commercial Lines experience (3+ years preferred)
Must continue to meet Continuing Education requirements for license renewal
Benefits & Perks Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
Pay Details: The base compensation range for this position is $80,000 - $100,000. 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. 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.
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.
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