1 Account Manager Small Commercial (Southwest Platform) Job in Huntington, CA
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Account Manager Small Commercial (Southwest Platform)
$125k-175k (estimate)
Full Time | Insurance
2 Weeks Ago
Acrisure LLC is Hiring an Account Manager Small Commercial (Southwest Platform) Near Huntington, CA
Job DescriptionAbout AcrisureAcrisure is a fast-growing fintech leader that operates a global insurance brokerage. 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.
Acrisure’s Southwest Platform is the largest operational region in Acrisure, with a significant book of business in the Commercial and Employee Benefits markets. With this in mind, we continue to develop ways to efficiently care for, and address our clients’ needs – all while maintaining a business model that allows for growth of the Team and Acrisure.
About The RoleReporting to the Operations Lead Small Commercial, the role provides prompt, accurate and courteous service to support our client partners. The ideal candidate should have strong communication and organizational skills, a background in commercial insurance and thrive in a fast-paced environment.
Responsibilities
Requirements
Annual Salary: $75,000 - $85,000
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.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
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.
Acrisure’s Southwest Platform is the largest operational region in Acrisure, with a significant book of business in the Commercial and Employee Benefits markets. With this in mind, we continue to develop ways to efficiently care for, and address our clients’ needs – all while maintaining a business model that allows for growth of the Team and Acrisure.
About The RoleReporting to the Operations Lead Small Commercial, the role provides prompt, accurate and courteous service to support our client partners. The ideal candidate should have strong communication and organizational skills, a background in commercial insurance and thrive in a fast-paced environment.
Responsibilities
- Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
- Assists clients with policy coverage, exclusions and related questions and assist Producers in servicing clients.
- Services clients through research/analysis of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.
- Conducts renewal process, including client exposure analysis (eg., reviews experience data, contractual requirements for insurance), strategizes with Producer and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder.
- Provides support to Producers including preparing presentations and proposals, and if applicable participating in meetings with prospective clients as part of team.
- Process proofs of insurance.
- Data entry in the agency management system
- Quote and process finance agreements with the premium finance company both at inception/renewal and mid-term.
- Policy processing including pulling policies from websites and attach in the agency management system, check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines, transmit policies electronically to client.
- Process all change requests including updating the Agency Management System with the request, notification to carrier of requested change(s) and verification of change endorsement for accuracy when received including all documentation required in the Activity generated by this change.
- Receive, review and document correspondence (phone, email, mail, fax, etc.) in agency management system, according to agency guidelines.
- Review Activity follow up list on a daily basis and take appropriate action.
- Assist with the cancellation process according to agency guidelines.
- Review and process both voluntary and final audits.
- Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
- Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits and other items related to the servicing of clients’ policies in a timely and accurate manner;
- Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
- Responsible for timely, accurate invoicing and monthly expirations;
- Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
- Other duties may be assigned.
- In conjunction with Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
- Submit applications with proper support documentation and follow up to ensure timely receipt of quotes and policies;
- Quote with standard carriers using Comparative rater or Carrier’s dedicated rater.
- Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
- Prepare proposals and provide other technical support in the sales process as needed;
- Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
- Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors and other business contacts;
- Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
- Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals for the Company;
- Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
- Other duties may be assigned.
Requirements
- Excellent communication skills with the ability to provide clear, concise, and accurate information in both written and verbal format.
- Strong organizational skills with the ability to prioritize projects according to deadlines and urgency.
- Flexibility, willing to “wear many hats” and assist team members in any other capacity relating to client services.
- Proficiency in MS Word, Excel and Outlook.
- Knowledge and experience with Applied Systems Epic CRM is preferred.
- Strong attention to detail and time management abilities;
- Strong ability to multi-task and assign priority;
- Ability to work effectively and efficiently both with and without direct supervision;
- Ability to work effectively and efficiently in a team environment as well as independently;
- High School Diploma or the recognized equivalent is required.
- Minimum 5 years experience in commercial insurance.
- Minimum 3 years managing a commercial book of business.
- Property & Casualty Agent License required.
- Competitive Compensation
- Industry-Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Educational Resources
- Generous time away
- This role will be based out of our Orange County offices and will be Hybrid (2-3 days in the office).
Annual Salary: $75,000 - $85,000
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.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
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 Summary
JOB TYPE
Full Time
INDUSTRY
Insurance
SALARY
$125k-175k (estimate)
POST DATE
06/08/2024
EXPIRATION DATE
07/25/2024
WEBSITE
acrisure.com
HEADQUARTERS
GRAND RAPIDS, MI
SIZE
1,000 - 3,000
FOUNDED
2003
TYPE
Private
CEO
GREGORY L WILLIAMS
REVENUE
$1B - $3B
INDUSTRY
Insurance
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About Acrisure LLC
Acrisure is an insurance brokerage firm that provides personal and commercial insurance products for individuals and businesses.
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