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.

Job Summary:

Acrisure is seeking an Account Manager to join our growing team in Florida.

Responsibilities:

New Business

• Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly. Uses each client contact as an opportunity to review the entire account, round it out, and market as needed.

• Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs.

• Provides technical support to producer(s) to benefit clients and support the agency’s strategic business goals.

• Prepares proposals in coordination with producer(s).

• Submits applications to eligible and appropriate carriers.

• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.

• Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items, verifying their accuracy.

Retention

• Prepares summaries of insurance, schedules, and proposals as needed for account reviews.

• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s).

• Renews policies following agency standards; verifies each renewal’s accuracy and ensures all renewals are produced.

• Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed.

• Maintains and updates electronic and client activity files.

• Verifies policy and policy change information, facilitating corrections when necessary.

• Processes incoming mail requests, responding promptly and appropriately.

• Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed.

• Uses the agency credit and collection policy when invoicing and pursuing prompt payments.

• Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible.

Marketing

• Leaves accurate documentation of all contacts.

• Refers current and prospective clients to the Life/Benefits Department and to Personal Lines for solicitation of those lines of business.

• Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s).

• Assists with or completes other tasks as directed by agency management or producer(s).

• Attends client meetings at their locations as necessary.

Personal and Organizational Development

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.

• Stays informed regarding industry trends, new products, legislation, coverages, and technology to continuously improve knowledge and performance.

• Interacts effectively with others by utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve agency business goals.

• Performs technical tasks to expedite client services.

• Performs other duties as assigned. This description is not intended as a contract and is subject to change.

Requirements

• 5+ years’ experience as a Commercial Lines Account Manager supporting clientele within Florida.

• Full knowledge of insurance products, markets, and usage.

• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and underwrite assigned client and pr