Insurance Commercial Lines Associate Account Manager

About Acrisure:

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.

Job Summary:

The Associate Account Manager for Commercial Lines is responsible for assisting the Account Managers with service needs on existing clients. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency.

Experience Required:

• High School diploma or equivalent required
• Active 4-40 or 2-20 Insurance License (Florida)
• Minimum 1-2 years’ experience in Commercial Lines Client Service
• Preferred, but not required: Epic agency management system experience
  
  

Technical and Administrative Skills and Abilities:

• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams)
• Strong written and oral communication skills
• Strong organizational and time-management skills
• Ability to work independently and as part of a team (Multiple Account Managers, Client Advisor)
• Detail-oriented and efficient in handling multiple requests in a timely manner
• Basic understanding of commercial insurance coverages and terms
• Others duties and special projects as deemed necessary and assigned by Management
  
  

Responsibilities:

• Provide support to Account Managers on existing client accounts including but not limited to:
• Issuing certificates of liability insurance and evidences of property insurance
• Processing and requesting policy changes within agency management system
• Requesting loss runs for renewal marketing files
• Preparing summaries of insurance
• Assisting with premium collections
• Answering client questions and concerns within breadth of insurance knowledge. Demonstrate willingness to ask for assistance from Account Managers if unsure of accurate response to client requests.
• Respond timely to client and/or Account Manager requests to deliver extraordinary client service and avoid potential E&O issues.
• Help maintain client accounts in Epic with a high degree of accuracy including proper documentation and following agency workflows
• Maintain open activities for outstanding requests and follow-up on past due items. Respond to carrier requests for additional information in a timely manner.
• Participate in team meetings regularly with Account Managers and Client Advisor
  
  

Miscellaneous:

• Participate in continuing education and other training opportunities to develop knowledge and skills
• Provide backup support to others as necessary and assigned by Management
• Keep Account Managers fully informed of important occurrences on all accounts
• Positive attitude and desire to learn
  
  

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Hybrid work option available (2-20 licensees only)
• 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.