Account Manager

Job Description

Job Description 

Job Title: Account Manager  

Department: Commercial Lines 

Location: West Division 

About Us: 

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and extraordinary advantages at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.  

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. 

Job Summary: 

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account managers know and apply the principles of insurance to everyday situations and performs routine responsibilities and can develop coverage strategies and plans.   

Responsibilities: 

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: 

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence. 

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

• Insurance marketing and sales. 

• Collect renewal data on assigned accounts. 

• Claims support.  

• Develops coverage strategies and plans as necessary. 

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

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

• Document all activities in agency management system (Applied Systems / EPIC) 

• Understand and utilize upload, download and interface technology.