What are the responsibilities and job description for the Commercial Lines Insurance Account Manager – Transportation position at RRL Insurance Agency?
Job Title: Account Manager
Department: Commercial Lines - Transportation
Location: Clearwater, FL
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:
We are currently looking to add to our team with an exciting opportunity as an Account Manager. This position will have the primary responsibility for policy maintenance, service, and marketing of an assigned portion of accounts. The individual is expected to provide prompt, accurate, and courteous service to those clients.
Responsibilities:
Explore all opportunities for exemplary service, working to maximize client/account retention by managing renewals, negotiating best terms and pricing, marketing where needed, clarifying coverage, demonstrating product knowledge and final review/approval of client facing documents. Conduct quarterly or mid-term client review, explore opportunities for risk management, attend in-person client visits and presentations as able.
Receive, review, and document all client and carrier correspondence in our agency management system delegating to team members as appropriate.
Ensure proper coding of agency commission, risk advisor commission, agency/branch/department structure and service team. Transact agency bill items unless delegated, review and act on all account receivable items and bill/payment discrepancies.
Promote and maintain good relationships with clients and carriers.
Provide back-up coverage for department team members.
Assist in the training of other employees at Team Advisor’s request.
Comply with agency standards, policies, and procedures.
Demonstrate (by your personal example) a strong, positive, team-oriented approach with your interactions with others.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Education/Experience:
High school diploma or equivalent.
Possess and maintain active P & C License(s).
Individual should have a working knowledge of commercial insurance with 5 years of experience preferred; transportation industry experience is a plus.
Technology Skills:
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams)
Knowledge of Agency Management Systems; Applied Epic a plus
Other Qualifications:
Must have a high level of understanding accounting or strong math skills.
Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills.
Must also the ability to effectively work with others.
Must have a high level of problem-solving skills.
Ability to maintain a professional demeanor and positive attitude.
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
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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.
