Account Manager

Job Description

Commercial Account Manager

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 role of the Commercial Account Manager is the support of the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage, and programs to facilitate client retention and the production of agency revenue.

Responsibilities:

• Participate in marketing strategy to establish clear marketing strategy and timeline.

• Prepare marketing submissions in accordance with guidelines and effectively communicate with underwriters and internal staff critical updates as needed.

• Identify and leverage all marketing resources to include carrier direct appointments, wholesalers, and brokers, and Acrisure resources.

• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team.

• Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue.

• Prepare proposal of coverage options to sales team for presentation.

• Prepare premium finance contracts and company financing as needed.

• Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding.

• Assist in the cross-sell and rounding out of accounts.

• Develop and maintain client relationships.

• Consulting with clients regarding their total cost of risk.

• Provide solutions and service recommendations to clients to address their business and insurance needs.

• Maintain complete and accurate client and policy information in agency management system(s).

• Provide consistent and effective feedback to department and executive leadership related to carrier submission interaction, successes, and concerns.

• Provide mentorship and training to other team members through active engagement in team and department meetings.

• Perform other duties as required and/or assigned.

Requirements:

• Ability to effectively communicate in both verbal and written formats, externally and internally.

• Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.

• Ability to author routine reports and correspondence.

• Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.

• Ability to anticipate and solve practical problems or resolve issues.

• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.

• Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.

• Strong attention to detail and good proofreading skills.

• Excellent skills in reliability, initiative, and stress tolerance.

• Ability to perform in a professional appearance and manner.

• Ability to use good judgment and foresight.

Education, Certificates, Licenses, Registrations:

• Minimum 5 years of experience in Property & Casualty Insurance, preferably with at least 5 years in an agency environment.

• Epic experience is preferred.

• Background in Hospitality or Hotel Industry experience is a plus.

• Valid Property & Casualty Insurance License required in state of residence.

• High school diploma or equivalent.

Benefits:

• 401(k) matching

• Dental insurance

• Employee assistance program

• Flexible spending account

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Vision insurance

Pay Details:

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.