Acrisure Jacksonville , FL 32277
Posted 2 weeks ago
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 Account Manager manages an assigned book of business for the commercial lines department. This position primarily collaborates with the Department Manager and Producers in the agency.
Responsibilities:
New Business
Processes new business forms
Reviews data on insurance documents, applications, and policies
Assists producers with prospect/client set up in management system
Renewals
Identifies renewals that need marketing
Reviews both agency and direct bill renewals with Producers
Communicates with Producers proactively with renewals
Sends out Agency bill renewals as needed
Manually renews Agency Bill policies in Epic as needed
Endorsements
Cancellations and Reinstatements
Corresponds with clients on cancellation requests
Handles reinstatement process when applicable
Remarketing and Rewrites
Identifies and handles remarketing opportunities
Identifies and handles mid-term rewrites
Audits
Inspections
Reviews and Processes insurance inspections
Coordinates inspection requirements with clients
Cross selling
Accounting
Transacts New , Renewals, Endorsements and Cancellations when applicable
Sends and tracks payment invoices to clients when applicable
Handles Premium Finance process
Agency Management system
Uses computers and agency database to enter, access, and retrieve information
Edits, reviews and maintain records of customer's interactions and transactions, recording details of policies, correspondence, and inquiries
Utilizes Epic management system for managing all assigned work
Sets activities on all duties that need to be completed
Client Servicing and Communication
Confers with customers via telephone, email, letters and in person
Composes business correspondence via letter and email
Answers all business phone calls as soon as possible, changes voice mail as needed
Examines documents and all related correspondence for completeness and accuracy
Obtains information from customers and maintain activity records of all interactions
Covers emergency duties when other Commercial Account Manager is out of the office
Other duties as assigned
Knowledge, Skills and Abilities:
Must be an assertive self -starter with effective presentation skills through both verbal and written communications
Must be able to work in a fast-paced, multi-tasking environment
Requirements:
Active P&C license required
3-5 years commercial lines experience required
Agency Management System proficiency required, Epic preferred
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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.
Acrisure