Commercial Business Unit Account Manager (Southeast Platform)

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

The CBU Account Manager is responsible for prospecting, soliciting, quoting, and selling new Commercial Property and Casualty Accounts in the small community business area. Position is also responsible for aiding clients with service needs and making changes to existing accounts. Responsible for retaining and renewing existing accounts by continuing to counsel and market to existing clients professionally. Update and maintain client accounts in agency management system.

Specific sales goals and service responsibilities are determined during the yearly planning process for this position. Must meet sales and service standards of volume with timeliness and quality.

Responsibilities:

New Sales:

• Identifies and develops insurance prospects and appropriate markets.

• Responds to referrals quickly and effectively.

• Pre-qualifies insurance prospects for insurability and quality of risk.

• Creates and maintains client or prospect lists.

• Designs insurance plans and recommends coverages to clients.

• Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.

• Makes sales presentations to prospective and existing clients on new and renewal business.

• Develops, follows, and completes sales objectives.

• Prepares, requests, and sends binders to insureds.

• Educates clients concerning agency payment expectations and cancellation procedures.

• Collects necessary down payments from insureds for purchases of new and upgraded coverages and obtains signatures on all applications for insureds.

• Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.

• Asks for referrals from insureds to help generate new business.

• Refers Life/Health/Employee Benefits producer to client for account rounding opportunities.

Retention and Continuous Marketing:

• Explains coverages and exclusions and documents explanations on automated file for future reference.

• Develops a book of business that is profitable for both the agency and carriers.

• Works with clients to ensure limit and coverage adequacy.

• Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.

• Creates letters to clients offering coverage, share information and advice regarding insurance matters. Uses these to round out accounts fully.

• Reviews existing policy coverage, at least annually, to upgrade accounts and remarket if necessary.

• Assists service staff to collect client information in preparation of schedules of insurance, summaries and renewal proposals.

• Reviews appropriate policy change requests and other account activity.

• Documents automated file as appropriate.

• Uses each client contact as an opportunity for coverage review and marketing of need covered.

• Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.

• Contacts insureds to assist Controller in collection of past due premiums or audit amounts.

• Retains assigned percentage of accounts at each renewal.

• Continues to develop relationships with insureds.

• Accepts and handles any duties/prospects as assigned by agency management.

Personal Development:

• Identifies training needs with assistance from managers.

• Develops a personal improvement plan and takes responsibility for learning and improving technical and sales skills regularly.

• Reads and interprets technical manuals and insurance information from carriers, vendors, publishers.

Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change.

Education:

• High School Diploma or equivalent

• Insurance License

Experience:

• 2 to 3 years successful sales experience.

Special Technical knowledge:

• Must have a Florida Property and Casualty 02-20 License.

• Ability to utilize computer programs and understand functionality.

Competencies:

• Functional Technical Skills-has functional and technical ability to do job at high level of accomplishment.

• Informing- provides information so that decisions can be made on a timely basis with accuracy.

• Time Management- uses time effectively and efficiently, concentrates efforts on more important priorities.

• Quantity of Output-amount of work is expected to meet goals on regular basis.

• Quality of Work Output-is with few errors with little rework.

Special Skills and/or Abilities:

• Ability to communicate fluently in English in all oral and written communications with others.

• Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately.

• Ability to understand written and oral communication and interpret abstract information.

• Ability to work in a high-pressured, fast-paced environment with significant telephone and personal disruption.

• Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.