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Acrisure · 5 hours ago

Account Manager-Real Estate

Newton, NJ

Full-time

Hybrid

Mid Level

$80K/yr - $100K/yr

3+ years exp

Acrisure is a global Fintech leader that combines high tech with human expertise to offer a variety of financial products and services. The Account Manager in Real Estate will provide support to sales producers, manage client renewals, and ensure accurate insurance coverage and proposals are prepared for clients.

Financial ServicesInsuranceInsurTech

Responsibilities

Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations

Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy

Reviews and summarizes marketing results and prepares proposals

Finalizes proposals and presentations in coordination with producers

Binds insurance coverage and prepares binders and or delegates certificates issuance

Reviews policies for accuracy and reviews contracts

Prepares summaries and/or schedules of coverage for clients

Schedules appointments with clients as requested by sales producers

Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers

Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers

Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies

Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence

Prepares summaries of insurance, schedules and proposals for clients and prospects when needed

Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier

Verifies policy and policy change information, facilitating corrections when necessary

Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer

Qualification

Commercial insurance experienceActive P&C LicenseApplied Epic Agency ManagementMicrosoft OfficeAdministrative skills

Required

Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)

High School Diploma or the recognized equivalent is required

Minimum 3+ years' experience in the Commercial insurance industry or similar role, required

Active P&C License

Preferred

Applied Epic Agency Management experience preferred but not required

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.