Insurance Account Manager, Commercial Lines, Transportation

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:

Has understanding of the job and applies knowledge and skills to complete a wide range of tasks. Requires basic working knowledge of principles and practices of area of specialty. Responsible for quoting renewals on assigned accounts. This position will work closely with sales to ensure all business is placed appropriately. Follows up on requests and inquiries, makes updates to documentation, and maintains accurate records for assigned accounts.  Follows-up with all carriers for status of quotes and forwards all requested info to underwriters. Obtains and logs in quotes. Required to have the necessary insurance license(s).

Essential Duties and Responsibilities:  

• Manage emails, mail, voicemail, agency management activities and self-audit reports. 

  • Issue Proofs of Insurance (Certificate, Evidence, Auto ID)-as needed

  • Respond to client inquiries, incoming mail, and company request needs on a timely basis.

  • Review new/renewal policies to insure items were received as ordered.

  • Maintain accuracy of client data in agency management system (EPIC)

  • Document all activities in agency management system (EPIC)

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• 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, client advisor commission, agency/branch/department structure and service team.  Review and act on all renewal 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.  

Competencies:                    

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education and/or 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 Options

• 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.