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Acrisure · 4 hours ago

Commercial Lines Account Manager

Oklahoma, United States

Full-time

Onsite

Senior Level

7+ years exp

Acrisure is committed to building a community where people can thrive and make an impact. The Commercial Lines Account Manager will support the team through marketing accounts, negotiating with underwriters for optimal coverage, and utilizing creative analysis strategies to enhance client retention and agency revenue.

Financial ServicesInsuranceInsurTech

Responsibilities

Participate in marketing strategy with sales and service team to establish clear marketing strategy and timeline

Prepare marketing submissions in accordance with Acrisure 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

Prepare loss history: Request loss runs from companies and complete loss summary as needed

Maintain Certificate of Insurance List and create master template for COI’s

Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes

Review company audits for accuracy, invoice and follow up on additional premiums as required (refer to workflows/procedures)

Process policy changes and/or endorsements to carriers/customers

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 Acrisure service recommendations to clients to address their business and insurance needs

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

Perform other duties as required and/or assigned

Qualification

Property & Casualty LicenseCommercial Insurance ExperienceMicrosoft OutlookMicrosoft WordMicrosoft ExcelClient Relationship ManagementVerbal CommunicationWritten CommunicationProblem SolvingAttention to Detail

Required

Valid Property & Casualty Insurance License required

7+ years of experience in Commercial Property & Casualty Insurance, preferably in a similar role, with at least 5 years in agency roles

Ability to effectively communicate in both verbal and written formats, externally and internally

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

Ability to author routine reports and correspondence

Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding

Ability to anticipate and solve practical problems or resolve issues

Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people

Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities

Strong attention to detail and good proofreading skills

Excellent skills in reliability, initiative, and stress tolerance

Ability to perform in a professional appearance and manner