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Acrisure · 3 days ago

Commercial Lines Associate Account Manager

Tampa, FL

Full-time

Onsite

Mid Level

3+ years exp

Acrisure is a company focused on building a community where people can grow and thrive. The Commercial Lines Associate Account Manager will assist the service staff and Client Advisors in servicing new and existing accounts, ensuring a consistently impeccable experience.

Financial ServicesInsuranceInsurTech

Responsibilities

Renewal Preparation

Produce pre-renewal and renewal schedules at the request of the Account Manager/Executive

Request loss runs

Create premium loss summary, where applicable

Research and prepare premium finance agreement for Account Manager/Executive’s review. Activate premium finance agreement and perform follow-up

Obtain MVR’s, as required

Provide proof of insurance to clients and/or mortgagees via ID cards, certificates of insurance, or evidence of insurance after verifying coverage to avoid issues involving potential E&O’s

Handle requests timely and accurately in accordance with agency procedures and service standards

Accurate and timely processing of endorsements, audits, cancellations, and reinstatements

Prepare audit letter, and, if agency bill, request check to include with the letter

Ensure accuracy of new or existing data. Assemble binder books. Process in compliance with Company and agency guidelines and service standards

Process notices of cancel or reinstatement for insureds and certificate holders in accordance with Company and agency guidelines and service standards

Forward LPR’s promptly to the Company and follow up for confirmation

Memo late payment notices, follow up for payment as necessary, and send no coverage letters upon final notice

Quote and issue flood, wind and builders risk policies

Handle requests timely and accurately in accordance with agency procedures and service standards

Receive, review and input coverage relating to endorsements and underwriting information on new flood, wind and builders risk policies in agency management system in accordance with agency procedures and service standards

Ensure accuracy of new or existing data. Notify Account Manager/Executive of any errors or deviations to avoid potential E&O’s