Sr. Account Manager

Job Description

Job Title: Sr. Account Manager   

Department: Commercial Lines  

Location: West Division  

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:  

The Sr. Account Manager position 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: 

• Manages high-value or complex accounts, often involving more intricate problem-solving end negotiations.

• 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 which may require an inventive approach.

• Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner.

• Manages 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.)

• Develops and executes strategic account plans to drive client growth and retention.

• Attempt to round-out each customer’s insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable.

• 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, carrier representatives and

• Keep and maintain confidentiality of client records and communication.

• Engages with senior executives both within the company and at client organizations to align on goals and strategies.

• Conducts detailed analysis of account performance and implement improvements to optimize client satisfaction and profitability.

• 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:  

• Active Property & Casualty License Required.   

• Strong organizational skills- the ability to discern priority and initiative.  

• Computer skills, specifically Microsoft Word, Outlook, and Excel  

• Excellent verbal and written communication skills as well as strong people skills  

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.  

• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of va