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Acrisure · 3 days ago
Commercial Lines Account Manager
Louisville, KY
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Processes new business forms
Reviews data on insurance documents, applications, and policies
Assists producers with prospect/client set up in management system
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
Processes endorsements on the account
Corresponds with clients on cancellation requests
Handles reinstatement process when applicable
Identifies and handles remarketing opportunities
Identifies and handles mid-term rewrites
Handles Audits
Reviews and Processes insurance inspections
Coordinates inspection requirements with clients
Identifies opportunities to round out accounts and cross sells
Transacts New , Renewals, Endorsements and Cancellations when applicable
Sends and tracks payment invoices to clients when applicable
Handles Premium Finance process
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
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
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
Qualification
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Required
Active P&C license required
3-5 years commercial lines experience required
Agency Management System proficiency required, Epic preferred
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10,001+ employees
Funding
Current Stage
Late StageTotal Funding
$7.12BKey Investors
Abu Dhabi Investment AuthorityBDT & MSD PartnersTulco
2024-01-16Debt Financing· $925M
2022-05-31Private Equity· $725M
2021-03-24Private Equity· $3.45B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Andrew Schutt
Retail Chief Operating Officer
Recent News
Business Wire
2024-06-03
2024-06-03
2024-05-23
Company data provided by crunchbase
