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Acrisure · 1 day ago

Account Manager

Clearfield, PA

Full-time

Onsite

Mid Level

3+ years exp

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services. The Commercial Lines Account Manager will work directly with producers and account executives to service a book of commercial lines business, ensuring strong client relationships and effective insurance solutions.

Financial ServicesInsuranceInsurTech

Responsibilities

Establish and maintain a strong relationship and assist the producer/account executive in making decisions on account updates and coverages for accounts ranging from small to mid-size accounts with moderate complexities

Work with the producer and/or account executive 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

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

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

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

Assist or complete other tasks as directed by agency management

Qualification

PA P&C Insurance licenseInsurance industry experienceExcel proficiencyCommunication skillsNegotiation skillsWord proficiencyOutlook proficiencyApplied Epic experienceCarrier rating systems experienceMath skills