Acrisure
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 have 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.
Responsibilities
Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations in coordination with producers
Binds insurance coverage and prepares binders and or delegates certificates issuance
Reviews policies for accuracy and reviews contracts
Prepares summaries and/or schedules of coverage for clients
Schedules appointments with clients as requested by sales producers
Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
Verifies policy and policy change information, facilitating corrections when necessary
Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer
Requirements
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Applied Epic Agency Management experience preferred but not required
Education and/or Experience
High School Diploma or the recognized equivalent is required
Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required
State of Pennsylvania Insurance License, required
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
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.
Job details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
Industries: Insurance
Note: This refined description focuses on the stated role and keeps the legally required EEO language. It omits extraneous listing content that is not directly relevant to the Account Manager responsibilities.
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Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have 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.
Responsibilities
Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations in coordination with producers
Binds insurance coverage and prepares binders and or delegates certificates issuance
Reviews policies for accuracy and reviews contracts
Prepares summaries and/or schedules of coverage for clients
Schedules appointments with clients as requested by sales producers
Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
Verifies policy and policy change information, facilitating corrections when necessary
Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer
Requirements
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Applied Epic Agency Management experience preferred but not required
Education and/or Experience
High School Diploma or the recognized equivalent is required
Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required
State of Pennsylvania Insurance License, required
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
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.
Job details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
Industries: Insurance
Note: This refined description focuses on the stated role and keeps the legally required EEO language. It omits extraneous listing content that is not directly relevant to the Account Manager responsibilities.
#J-18808-Ljbffr