Acrisure
Overview
Join to apply for the
Account Manager, Commercial Lines (Hybrid)
role at
Acrisure
Job Title:
Account Manager, Commercial Lines
Job Schedule: Hybrid from an office located in the West Division
About Us Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors, they develop coverage strategies and plan with occasional guidance or direct supervision.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
Service accounts, including account transactions such as quotes and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Develop coverage strategies and plans as necessary.
Review new/renewal policies and endorsements to ensure items were received as ordered.
Maintain accuracy of client data in the agency management system (Applied Systems / EPIC).
Document all activities in the agency management system (Applied Systems / EPIC).
Understand and utilize upload, download and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
Keep Producers informed of all important activities on their accounts, including signaling potential problems and informing management.
Remain current with industry trends, including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers.
Maintain knowledge of policy provisions and any changes in these provisions.
Complete other functions and assignments as needed including back-up duties.
Requirements
Active Property & Casualty License Required.
Strong organizational skills—ability to discern priority and initiative.
Computer skills, specifically Microsoft Word, Outlook and Excel.
Excellent verbal and written communication skills as well as strong interpersonal skills.
Mathematical skills: ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning skills: ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Applied Systems / EPIC experience a plus.
Knows and applies principles of insurance to everyday situations.
Education/Experience
High School diploma required, Associate Degree or higher preferred.
Minimum of 2 years of experience in commercial lines.
CPCU or special training course completion a plus.
Benefits & Perks
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Opportunities for Growth
Parental Leave
Generous time away
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. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
#J-18808-Ljbffr
Account Manager, Commercial Lines (Hybrid)
role at
Acrisure
Job Title:
Account Manager, Commercial Lines
Job Schedule: Hybrid from an office located in the West Division
About Us Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors, they develop coverage strategies and plan with occasional guidance or direct supervision.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
Service accounts, including account transactions such as quotes and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Develop coverage strategies and plans as necessary.
Review new/renewal policies and endorsements to ensure items were received as ordered.
Maintain accuracy of client data in the agency management system (Applied Systems / EPIC).
Document all activities in the agency management system (Applied Systems / EPIC).
Understand and utilize upload, download and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
Keep Producers informed of all important activities on their accounts, including signaling potential problems and informing management.
Remain current with industry trends, including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers.
Maintain knowledge of policy provisions and any changes in these provisions.
Complete other functions and assignments as needed including back-up duties.
Requirements
Active Property & Casualty License Required.
Strong organizational skills—ability to discern priority and initiative.
Computer skills, specifically Microsoft Word, Outlook and Excel.
Excellent verbal and written communication skills as well as strong interpersonal skills.
Mathematical skills: ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning skills: ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Applied Systems / EPIC experience a plus.
Knows and applies principles of insurance to everyday situations.
Education/Experience
High School diploma required, Associate Degree or higher preferred.
Minimum of 2 years of experience in commercial lines.
CPCU or special training course completion a plus.
Benefits & Perks
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Opportunities for Growth
Parental Leave
Generous time away
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. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
#J-18808-Ljbffr