Job Title: Insurance Account Manager
Department: Commercial Lines
Location: Pelham, AL
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.
In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. 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:
Account manager for Commercial Lines is responsible for assisting new and renewal clients with service needs on accounts that generate generally more than $2,500 in annual commission. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency. Once training is complete, we offer a hybrid schedule for this position.
Primary Responsibilities include:
Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
Provide service and support to Customer Service Representatives on existing accounts and assist them in their delivery of commitments to clients.
Initiates renewal reviews and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues.
Maintains client accounts on agency management system, documents conversations, properly attaches documents to EPIC, sends confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner. All of this is done in a manner to avoid potential E&O issues.
Other Responsibilities Include:
Participate in seminars and other training for knowledge and skill development.
Some training of other employees may be required.
Provide backup in other areas as assigned.
Perform other duties and special projects at Management’s request.
Help develop efficiencies in automation and paper flow.
Keep Customer Service Representatives fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts.
Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures.
Requirements:
College degree preferred, High School diploma or equivalent required
Active Property and Casualty License preferred, ability to earn within first 90 days of employment is required.
Epic experience strongly preferred, or other Agency Management Systems experience
Proven Customer Service experience required
Bilingual in Spanish/English required
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
#LI-LR1
#Hybrid
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.
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If you're looking for an exciting opportunity in the insurance industry, consider joining Acrisure as a Bilingual Insurance Account Manager - Commercial Lines in Pelham, AL. With our rapid growth, now nearing almost $5 billion in revenue and employing over 19,000 dedicated professionals worldwide, Acrisure is a place where your talent can truly shine. In this role, you'll help bridge the gap for clients seeking insurance solutions, specifically focusing on accounts that generate significant commissions. As a crucial member of our team, you will assist both new and renewing clientele with their service needs, ensuring they fully understand their coverage options, while making valuable recommendations. Your daily responsibilities will include collaborating with Customer Service Representatives to manage their commitments and ensuring proper account documentation through our agency management system. You'll have the chance to engage in ongoing training to refine your skills and support the development of other team members. We're looking for someone who is not only experienced in customer service but also bilingual in Spanish and English to enhance our client relationships further. Enjoy the flexibility of a hybrid work schedule and a comprehensive benefits package including competitive compensation, healthcare options, and generous time off. We're excited to bring on board someone who embodies our entrepreneurial spirit and a commitment to client satisfaction.
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