Bilingual Insurance Account Manager - Commercial Lines

Job Title: Insurance Account Manager

Department: Commercial Lines

Location: Pelham, AL

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Account manager for Commercial Lines is responsible for assisting new and renewal clients with service needs on accounts that generate generally more than $2,500 in annual commission. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency. Once training is complete, we offer a hybrid schedule for this position.

Primary Responsibilities include:

• Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
• Provide service and support to Customer Service Representatives on existing accounts and assist them in their delivery of commitments to clients.
• Initiates renewal reviews and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues.
• Maintains client accounts on agency management system, documents conversations, properly attaches documents to EPIC, sends confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner. All of this is done in a manner to avoid potential E&O issues.
  
  

Other Responsibilities Include:

• Participate in seminars and other training for knowledge and skill development.
• Some training of other employees may be required.
• Provide backup in other areas as assigned.
• Perform other duties and special projects at Management’s request.
• Help develop efficiencies in automation and paper flow.
• Keep Customer Service Representatives fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts.
• Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures.
  
  

Requirements:

• College degree preferred, High School diploma or equivalent required
• Active Property and Casualty License preferred, ability to earn within first 90 days of employment is required.
• Epic experience strongly preferred, or other Agency Management Systems experience
• Proven Customer Service experience required
• Bilingual in Spanish/English 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
  
  

#Hybrid

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.