Apply on Employer Site

Acrisure · 1 day ago

Commercial Lines Account Manager

Commerce Township, MI

Full-time

Onsite

Mid, Senior Level

5+ years exp

Acrisure is a global fintech leader that empowers businesses with customized solutions across various sectors. The role of Commercial Lines Account Manager focuses on policy maintenance and client service, ensuring strong client relationships and contributing to the profitable growth of the platform.

Financial ServicesInsuranceInsurTech

Responsibilities

Establish and maintains a strong relationship and assists the client advisors in making decisions on account updates and coverage for accounts ranging from small, mid-size to large accounts with moderate complexities

Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost

Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the “best” way to manage the customer’s risk

Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner

Handles initial report of claims, and following up to ensure that the claim is properly progressing, and customer’s needs are being met

Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.)

Complete account reviews

Attempt to round-out each customer’s insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable

Maintain customer records in accordance with procedures

Keeps customers up to date on “pending changes” in the insurance world that may impact their insurance coverage

Assists or completes other tasks as directed by platform management

Provide timely, professional, accurate communication to client, team, carrier representatives and

Keep and maintain confidentiality of client records and communication

Seeks referrals from clients and follows through to help generate new business

Refers current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business

Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives

Comply with agency standards, policies, and procedures

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management

Qualification

PropertyCasualty LicenseCISR elite certificationCIC certificationClient relationship managementAccounting knowledgeMath skillsMS Office proficiencyAgency Management SystemsCritical thinkingAttention to detailVerbal communicationWritten communicationTeam collaborationProblem-solvingAdaptability

Required

Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence

Must have a high level of understanding accounting or strong math skills

High degree of critical thinking; ability to problem solve when the answer is not readily apparent

Demonstrated attention to detail, producing outcomes with minimal errors

Ability to adapt well to change in direction and priority in a fast-paced environment

Ability to demonstrate advanced level proficiency with a variety of technology including MS Office

Knowledge of Agency Management Systems; Applied Epic a plus

Able to function independently and as part of a team

Complies with continuing education requirements for agent licensing as well as professional designations

Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current

Bachelor's degree and/or 5+ years commercial insurance experience or recognized equivalent is required

Hold and maintain appropriate state Property and Casualty Insurance License

Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations)