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Acrisure

Account Manager

Acrisure, Burlington, Vermont, us, 05405

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Overview

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Account Manager

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Acrisure

About Acrisure: 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.

Essential Duties and 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 websites for quoting when re-marketing 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 agency management system (Epic) 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 applications

Prepare proposals

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)

Education and Experience Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of the job, required

Excellent business skills, required

High school diploma or the recognized equivalent, required

P&C Broker/Agent license, required

Computer skills necessary to perform the essential functions of the job (i.e., spreadsheets, database, word processing and insurance software), required

Other Qualifications

Strong communication skills, ability to communicate in a professional manner. Participate in monitoring adherence to professional standards and procedures. Someone who organizes, manages and assumes the risk of a business or enterprise, taking pride of ownership in his/her work. Creative and resourceful; ability to evaluate and provide direction to deal with problems. Ability to work in a team environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate stress due to regular deadlines and daily challenges. High finger dexterity while typing documents and forms. Occasional lift up to 20lbs.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is done in a temperature-controlled, non-smoking office. Workstations are cubicles with moderately high sides. The noise level in the work environment is usually moderate.

Additional Details

Pay Details: The base compensation range for this position is $47,000 - $80,000. 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.

Equity and inclusion: 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 at www.Acrisure.com/privacy/caapplicant.

Agency note: 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Insurance

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