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Acrisure · 3 months ago

Commercial Account Manager - Public Entity

10 Research Pkwy Ste. 400 - WALLINGFORD, CT

Full-time

Hybrid

Mid Level

$85K/yr - $100K/yr

3+ years exp

Acrisure is a global Fintech leader that offers multiple financial products and services. The Commercial Account Manager will provide mid-level support to Account Executives servicing the Public Entity and Municipal Sector business, focusing on client education, technical support, and proposal management.

Financial ServicesInsuranceInsurTech

Responsibilities

Prepares proposals and applications, submits them to insureds and carriers, obtains clients' signatures on all apps, follows up to ensure timely responses, all in conjunction with requirements

Provides technical support to Producers (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency's business goals

Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly

Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy

All audits paid or returned to carrier on time

Attends Fund Meetings and acts as liaison

Visits appropriate clients in person

Responds to clients' needs by producing binders, certificates, policies and other related items accurately and on time

No complaints of delays from Clients or Producers

Prepares summaries of insurance schedules and proposals for account review

Remarkets, contacts clients and follows-up in conjunction with producers, renews policies by agency standards

Maintains electronic files accurately and consistently

All Data entered in to and maintained in our Agency management System (EPIC)

Handles cancellations with care, legally saving all accounts possible with adherence to E&O guidelines

Assists in design of or independently designs insurance plans for clients

Assists or completes other tasks as directed by agency management

Qualification

Property & Casualty Insurance LicenseCommercial Lines experienceAgency Management SystemMS Office proficiencyCustomer service skillsMulti-tasking skillsCommunication skillsOrganizational skills

Required

Strong multi-tasking, organizational, communication & grammatical skills

Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints

Must be able to work as a team member to achieve department goals and overall company goals

Excellent customer service skills, including telephone and listening skills

Proficiency with MS Office

High School Diploma or the recognized equivalent is required

Must possess a current Property & Casualty Insurance License

Must continue to meet Continuing Education requirements for license renewal

Preferred

Prior Commercial Lines experience (3+ years preferred)

Experience using an Agency Management System (Applied EPIC is preferred)

Benefits

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Parental Leave

Generous time away

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.