Commercial Lines Account Manager (Southwest Platform)

Job Description

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 Commercial Lines Account Manager will work directly with producers to help submit new business, and service a property book with clients between $5000-$120,000 in premium.

Responsibilities:

• Establishes and maintains a strong relationship and assists the producer in making decisions on account updates and coverages for accounts ranging from small to mid-size accounts with moderate complexities

• Work with the producer 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

• Work with producers 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 risks

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

• Handles initial reporting 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.)

• Complete account reviews

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

• Maintains 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 agency management

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• Maintain CA P&C

Education/Experience:

• Minimum 3-5 years of prior insurance industry experience

• Experience using Applied Epic (or similar agency management system) and carrier rating systems

• Communication, negotiation, and math skills using Excel, Word, and Outlook programs, required

Benefits:

• 401(k) - 401(k) matching

• Disability insurance

• Health insurance

• Life insurance

• Flexible Vacation Time

• Professional development assistance

• Referral program

Pay Details:

Hourly: $60,000 - $70,000

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

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.