Acquisition manager

SUMMARYResponsible for providing customer service and overall service of assigned customers and / or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.ESSENTIAL DUTIES AND RESPONSIBILITIES• Supports Producer in developing new business opportunities for existing clients and prospects;• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;• Analyzes and compares current exposures and develops renewal or new business specifications for marketing;• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;• Reviews and summarizes marketing results and prepares proposals;• Finalizes proposals and presentations in coordination with Producer;• Binds insurance coverage and prepares binders and / or delegate certificates issuance;• Reviews policies for accuracy and review contracts;• Prepares summaries and / or schedules of coverage for clients;• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;• Provides technical guidance to staff assisting with client needs or procedural issues;• Meets with clients as needed or directed by Producer;• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);• Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEAssociates degree or equivalent combination of education and experience6+ years related work experience;Valid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skillsAbility to work within a team and to foster teamworkExcellent customer service skills, including telephone and listening skillsGood leadership, problem solving and time management skillsProficient in Microsoft Office SuiteLast updated : 2024-09-20