An Account Manager will have primary responsibility for policy maintenance and service of an assigned portion of accounts. This role maintains a high level of client retention by managing the day-to-day service needs of clients and constantly working toward strong client relationships. The Account Manager will market and service accounts in accordance with platform objectives and procedures, contributing to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages, and by providing extraordinary client service.
Responsibilities
Establish and maintain a strong relationship and assist the client advisors in making decisions on account updates and coverage for accounts ranging from mid-size to large accounts with moderate complexities
Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost
Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the “best” way to manage the customer’s risk
Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner
Handle initial report of claims and follow up to ensure that the claim is properly progressing, and customer’s needs are being met
Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.)
Complete account reviews
Attempt to round out each customer’s insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable and maintain customer records in accordance with procedures
Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
Assist or complete other tasks as directed by platform management
Provide timely, professional, accurate communication to client, team, and carrier representatives
Keep and maintain confidentiality of client records and communication
Seek referrals from clients and follow through to help generate new business
Refer current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business
Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives
Comply with agency standards, policies, and procedures
Requirements
Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence
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Tailored applications submitted
High level of understanding accounting or strong math skills
High degree of critical thinking; ability to problem solve when the answer is not readily apparent
Demonstrated attention to detail, producing outcomes with minimal errors
Ability to adapt well to change in direction and priority in a fast-paced environment
Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
Knowledge of Agency Management Systems; Applied Epic a plus
Able to function independently and as part of a team
Comply with continuing education requirements for agent licensing as well as professional designations
Keep informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current
Bachelor’s degree and/or 3+ years commercial insurance experience or recognized equivalent is required
Hold and maintain appropriate state Property and Casualty Insurance
Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations)
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
About the Company
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, the company connects 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.
As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow.
