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Acrisure · 3 hours ago

Senior Account Manager

Wayne, PA

Full-time

Onsite

Senior Level

5+ years exp

Acrisure is a global Fintech leader that combines technology and human expertise to offer various financial products and services. The Senior Account Manager will support the team in marketing accounts, negotiating with underwriters, and ensuring client retention through effective communication and strategic analysis.

Financial ServicesInsuranceInsurTech

Responsibilities

Participate in marketing strategy to establish clear marketing strategy and timeline

Prepare marketing submissions in accordance with guidelines and effectively communicate with underwriters and internal staff critical updates as needed

Identify and leverage all marketing resources to include carrier direct appointments, wholesalers, and brokers, and Acrisure resources

Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team

Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue

Prepare proposal of coverage options to sales team for presentation

Prepare premium finance contracts and company financing as needed

Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding

Assist in the cross-sell and rounding out of accounts

Develop and maintain client relationships

Consulting with clients regarding their total cost of risk

Provide solutions and service recommendations to clients to address their business and insurance needs

Maintain complete and accurate client and policy information in agency management system(s)

Provide consistent and effective feedback to department and executive leadership related to carrier submission interaction, successes, and concerns

Provide mentorship and training to other team members through active engagement in team and department meetings

Perform other duties as required and/or assigned

Qualification

Commercial Lines Account ManagementProperty & Casualty Insurance LicenseAcord Forms KnowledgeApplied Epic ExperienceInsurance Designation (CIC/CRIS)Client Relationship ManagementTrainingNegotiation SkillsMentorship

Required

Minimum 5 years of experience in as a Commercial Lines Account Manager, specifically complex casualty

Valid Property & Casualty Insurance License required in state of residence

Familiar with Acord forms in general and have experience with Applied Epic or an equivalent agency management system

Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position

Knowledgeable and well versed in issuing Certificates including any necessary waivers and/or endorsements

High school diploma or equivalent