Acrisure · 4 months ago
Commercial Lines Account Manager - Small Business
BURLINGTON, VT
Full-time
Hybrid
Mid Level
$55K/yr - $65K/yr
3+ years expAcrisure is a global fintech leader that empowers businesses with tailored solutions. The Commercial Lines Account Manager is responsible for servicing clients, managing risk issues, and ensuring high-quality customer support while maintaining accurate data in the automation system.
Financial ServicesInsuranceInsurTech
Responsibilities
Provide primarily in house customer service to clients as assigned and requested
Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues
Review & collect aged receivables
Regularly review current coverage, recommend changes in coverage or markets, and actively solicit increase in coverage or rounding out of account
Prepare proposals, schedules of insurance and recommendations for clients
Review audits with client as needed. Follow company direction and agency guidelines for disputed audits
Prepare quotes, proposals, applications, and supplemental forms for timely and complete submission to carriers for new or renewal accounts
Competently and confidently discuss policy changes and coverage issues with underwriters while advocating on the clients behalf
Assist with new business calls, online quote requests & walk-ins
Actively participate in weekly Select Team Meetings
Actively participate in carrier meetings as scheduled to stay up to date on available products
Initiates renewal reviews with clients and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues
Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible
Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications
Remarketing of a renewal to provide best option(s) available to client in current market conditions
Receive, review and manage cancellations and act to save accounts as appropriate
Maintains client accounts on agency automation system, documents conversations, properly attaches documents in Agency Management System, sends confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner
In conjunction with Manager/Coordinator of Business Insurance, coach and mentor team members in their professional development. Support and implement strategies to accomplish the agency mission and initiatives
All work is executed in a manner to avoid potential E&O issues. Immediately notifies management of any potential E&O issues
Actively pursue relevant CE courses and achievement of a designation by the end of year three
Participate in seminars and other training for knowledge and skill development
Some training of other employees may be required
Provide backup in other areas as assigned
Perform other duties and special projects at Management’s request
Help develop efficiencies in automation in a paperless environment reducing or eliminating paper flow
Stay abreast of trends, products, pricing and competitive markets. Have working knowledge of all agency and company changes procedures
Qualification
Required
Licensed in P&C
3-5 years of relevant experience in commercial lines insurance
Proficiency with the MS Office Suite
Preferred
Proficiency with Applied Epic
Benefits
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Company data provided by crunchbase