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Bilingual Insurance Account Manager - Commercial Lines

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.

Average salary estimate

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What You Should Know About Bilingual Insurance Account Manager - Commercial Lines, Acrisure

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.

Frequently Asked Questions (FAQs) for Bilingual Insurance Account Manager - Commercial Lines Role at Acrisure
What are the key responsibilities of a Bilingual Insurance Account Manager - Commercial Lines at Acrisure?

As a Bilingual Insurance Account Manager - Commercial Lines at Acrisure, your key responsibilities will include advising clients on coverage options, processing policy changes, and answering client queries. You will manage client accounts, document conversations, and ensure timely responses to carrier requests, all while adhering to quality and service standards to safeguard against errors and omissions (E&O).

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What qualifications are required for the Bilingual Insurance Account Manager position at Acrisure?

To qualify for the Bilingual Insurance Account Manager role at Acrisure, candidates should possess at least a high school diploma, with a college degree preferred. An active Property and Casualty License is advantageous, but candidates must be able to obtain this within the first 90 days of employment. Experience with agency management systems like Epic and proven customer service skills are also essential. Bilingual proficiency in Spanish and English is a must.

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What kind of work environment can I expect as a Bilingual Insurance Account Manager at Acrisure?

At Acrisure, you'll thrive in a hybrid work environment, balancing remote work with in-office days. Our culture fosters innovation and collaboration, allowing you to connect with colleagues across the globe while maintaining flexibility in your work schedule. We believe in empowering our employees with the tools and support needed to succeed.

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What benefits does Acrisure offer for the Bilingual Insurance Account Manager position?

Acrisure offers a comprehensive benefits package for the Bilingual Insurance Account Manager position, including competitive compensation, industry-leading healthcare plans, savings and investment options, charitable giving programs, and generous time off. We prioritize the well-being and growth of our employees, providing opportunities for career advancement and parental leave.

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How does the Bilingual Insurance Account Manager role contribute to client satisfaction at Acrisure?

As a Bilingual Insurance Account Manager at Acrisure, your role is pivotal in enhancing client satisfaction. By providing tailored advice and support, promptly addressing client inquiries, and maintaining meticulous account management practices, you ensure clients feel valued and understood. Your bilingual skills enable you to reach a broader clientele, ultimately strengthening client relationships and fostering loyalty.

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Common Interview Questions for Bilingual Insurance Account Manager - Commercial Lines
What motivates you to work in the insurance industry as a Bilingual Insurance Account Manager?

When answering this question, reflect on your passion for helping clients protect their assets and navigate complex insurance needs. Discuss your desire to build long-term relationships and how being bilingual enhances your ability to serve a diverse clientele, which fuels your enthusiasm for the role.

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Can you explain a time when you successfully resolved a client issue?

Provide a detailed account of a previous situation where you addressed a client challenge effectively. Highlight your problem-solving skills, communication, and ability to empathize with the client, further demonstrating your suitability for the Bilingual Insurance Account Manager position.

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How do you maintain accuracy when handling multiple accounts?

Emphasize your organizational skills and use of management tools. Discuss your approach to prioritizing tasks, documenting client interactions meticulously, and setting reminders for follow-ups in accordance with company standards.

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What strategies do you use for effective communication with clients?

Talk about your ability to listen actively, ask insightful questions, and tailor your communication style to suit each client's needs. Share how your bilingual abilities play a role in ensuring clear communication with Spanish-speaking clients.

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What experience do you have with agency management systems like Epic?

Describe your familiarity with Epic or similar systems, emphasizing your ability to manage client information efficiently. Highlight any specific functionalities you have used to enhance service delivery and account management.

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How do you keep up with industry trends and changes in insurance products?

Discuss your commitment to continuous learning through webinars, attending industry seminars, and reading relevant publications. Explain how staying informed enables you to offer the best recommendations to clients as a Bilingual Insurance Account Manager.

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Describe a situation where you had to collaborate with a team. How did you contribute?

Share a specific example of a collaborative project and your role within the team. Emphasize your communication skills, how you supported your colleagues, and your ability to work toward a common goal.

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Why do you believe being bilingual is important in this role?

Articulate the advantages of bilingual communication in the insurance industry, such as building trust with clients and ensuring accurate understanding of insurance policies. Highlight the value of serving a diverse clientele effectively.

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What do you consider to be the biggest challenges in the insurance industry today?

Provide insights on current challenges, such as regulatory changes or emerging technologies, and discuss your ability to adapt to these changes while remaining client-focused. Offer ideas on how to address these challenges effectively.

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How do you handle stressful situations, especially with demanding clients?

Discuss your techniques for managing stress, such as staying calm, prioritizing tasks, and ensuring clear communication. Share an example of a stressful situation you faced and how you successfully navigated it.

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As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions ac...

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DATE POSTED
April 12, 2025

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