Sr Account Manager-2

Job Description

Job Title: Senior 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:  

Senior Account Managers perform advanced responsibilities and are primary points of contact for clients they oversee. Senior Account Managers are individual contributors and develop coverage strategies and plans with occasional guidance or direct supervision. Senior account managers will apply the core principles of insurance to everyday situations and demonstrate the skills and knowledge to understand specific needs or requirements that may require an inventive approach. Senior account managers can be primary points of contact for the clients they oversee.   

Responsibilities:  

• 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.  

• Develop coverage strategies and plans as necessary.  

• Insurance marketing and sales.  

• Collect renewal data on assigned accounts.  

• Claims support.  

• Review new/renewal policies and endorsements to ensure 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.  

• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.  

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.  

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.  

• Maintain knowledge of current underwriting requirements of contracted insurance carriers.