Commercial Lines Account Manager

About Acrisure      A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more . In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries.

Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. About The Role   The Commercial Lines Large Account Manager will have   a primary   responsibility for policy maintenance and service of an assigned   portion   of accounts. Maintain   a high level   of client retention by managing the day-to-day service needs of our clients and constantly   work   toward strong client relationships.

Market and service accounts   in accordance with   the platform   objectives   and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive   account rounding , up-selling of limits/ coverages   and by providing extraordinary client service. Responsibilities:     Establish and   maintains   a strong relationship and   assists   the client advisors in making decisions on account updates and coverage for accounts ranging from mid-size to large accounts with moderate complexities.

Collaborate with the client advisor to review exposures and insurance programs for assigned clients,   determine   if carrier is the best fit for the client while considering coverage, protection, and cost. Collaborate with client advisors to market, quote, and prepare the proposal for the client from both   a risk   management and insurance prospective to decide upon the “best” way to manage the customer’s risk.

Provide day-to-day service,   anticipate   customer’s needs, and respond to client issues/questions   in a timely manner . Handles initial report of claims and   following   up to ensure that the claim is properly progressing, and   customer’s   needs are   being met . Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.).

Complete account reviews. Attempt to round-out each customer’s insurance portfolio including, the solicitation of   additional   commercial and personal   lines   insurance where applicable and   maintain   customer records   in accordance with   procedures. Keeps customers up to date on “pending changes” in the insurance world that may   impact   their insurance coverage. Assists   or completes other tasks as directed by platform management.

Provide   timely , professional,   accurate   communication to client, team, and carrier representatives. Keep and   maintain   confidentiality of client records and communication. Seeks referrals from clients and follows through to help generate new business. Refers current and prospective clients to   Benefits   Department and Personal Insurance for solicitation of those lines of business. Coach and mentor junior members of the commercial   lines,   may lead   team   meetings and initiatives.

Comply with   agency standards, policies, and procedures. *This description is not meant to be all-inclusive and may be   modified   from time to time at the discretion of management*       Requirements:     Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. Must have   a high level   of understanding accounting or strong math skills.

High degree of critical thinking; ability to   problem solve   when the answer is not readily   apparent . Demonstrated attention to detail, producing outcome