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Company

Acrisure · 1 day ago

Account Manager, Commercial Lines (Northwest Platform)

Boulder, CO

Full-time

Onsite

Entry, Mid Level

$55K/yr - $75K/yr

2+ years exp

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Responsibilities

Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:

Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.

Respond to client inquiries, incoming mail, and company request needs on a timely basis.

Insurance marketing and sales.

Collect renewal data on assigned accounts.

Claims support.

Develops coverage strategies and plans as necessary.

Review new/renewal policies and endorsements to insure items were received as ordered.

Maintain accuracy of client data in agency management system (Applied Systems / EPIC)

Document all activities in agency management system (Applied Systems / EPIC)

Understand and utilize upload, download and interface technology.

Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.

Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

Maintain knowledge of current underwriting requirements of contracted insurance carriers

Maintain knowledge of policy provisions and any changes in these provisions

Complete other functions and assignments as assigned including back-up duties.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

P&C LicenseApplied Systems / EPICInsurance PrinciplesCommercial Lines ExperienceMicrosoft WordMicrosoft OutlookMicrosoft ExcelCPCU Certification

Required

Active Property & Casualty License Required.

Strong organizational skills- ability to discern priority and initiative.

Computer skills, specifically Microsoft Word, Outlook and Excel

Excellent verbal and written communication skills as well as strong interpersonal skills

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.

Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.

Knows and applies principles of insurance to everyday situations.

High School diploma required.

Minimum of 2 years of experience in commercial lines.