Commercial Lines Account Manager

Job Description

About Acrisure:

We're the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

Providing our clients with an excellent customer service experience is very important to us. Our Account Managers are responsible for delivering fast, friendly, and accurate service for our producers and clients.

Coordinating proactive service on renewals, policy delivery, and daily service requests, while adhering to our department policies, workflows and procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who are able to identify and seek out opportunities to enhance the experience of clients and fellow team members.

Essential Duties and Responsibilities:

• Promptly field and address client service calls and emails

• Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily

• Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders)

• Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day

• Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above

• Set up policy change activities in EPIC

• Renew policies in EPIC once coverage has been bound

• Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team

• Utilize Indio for all renewals

• Welcome new business clients to Acrisure via telephone and email introductions

• Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive “top of the stack” applications to insurance companies for quotes

• Large-sized (over $10k in revenue) accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates

• Large-sized accounts: Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) to the producer 30 days before expiration for delivery to the insured

• Middle-sized accounts: present the renewal to the insured 30 days before the expiration

• Bind coverage with carriers, providing subjectivities to them at the time of bind

• Complete all tasks in all activities assigned

• Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients

• Process and deliver new and renewal insurance policies within 30 days of effective date

• Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities

• Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to Acrisure standards

• Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services

• Setup and maintain documents for Instant Access (client service portal)

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 below are representative of the knowledge, skill, and/or ability required. Rea