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Acrisure · 9 hours ago

Commercial Insurance Account Manager

Walnut Creek, CA

Full-time

Hybrid

Mid Level

$55K/yr - $90K/yr

3+ years exp

Acrisure is the fastest-growing insurance brokerage firm in the U.S., dedicated to providing specialty insurance programs and risk management services. The Commercial Insurance Account Manager is responsible for delivering excellent customer service, managing client communications, and coordinating policy renewals and service requests.

Financial ServicesInsuranceInsurTech

Responsibilities

Promptly field and address client service calls and emails

Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily

Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders)

Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day

Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above

Set up policy change activities in EPIC

Renew policies in EPIC once coverage has been bound

Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team

Utilize Indio for all renewals

Welcome new business clients to Acrisure via telephone and email introductions

Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive “top of the stack” applications to insurance companies for quotes

Large-sized (over $10k in revenue) accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates

Large-sized accounts: Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) to the producer 30 days before expiration for delivery to the insured

Middle-sized accounts: present the renewal to the insured 30 days before the expiration

Bind coverage with carriers, providing subjectivities to them at the time of bind

Complete all tasks in all activities assigned

Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients

Process and deliver new and renewal insurance policies within 30 days of effective date

Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities

Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to Acrisure standards

Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services

Setup and maintain documents for Instant Access (client service portal)

Qualification

CA Property/Casualty licenseCommercial lines experienceEPIC Agency Management SystemMicrosoft WordMicrosoft ExcelProfessional correspondenceSelf-controlActive ListeningCritical ThinkingTime Management

Required

Minimum of a High School Diploma

Valid CA Property/Casualty license or ability to obtain

Three+ years of experience in commercial lines

PC Computer (including strong typing skills)

EPIC Agency Management System

Microsoft Word, Outlook, including Quick Parts, Excel

Microsoft Internet Explorer/Chrome/Firefox/Edge

Company online rating/service sites

Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)

Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information

Speaking (conveying information clearly and effectively) and Group Presentation

Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations

Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar, and punctuation is important)

Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)

Time Management (managing one's own time and respecting the time of others)

Prompt response to all email and voicemail correspondence

Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients

Honest and ethical behavior

Persistence in the face of obstacles

Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)

Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)

Dependability (reliable and responsible in keeping commitments, even after the mood the commitment was made in may have passed)

Initiative (willing to take on responsibilities and challenges)

Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)

Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)

Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

Moderate stress due to regular deadlines and daily challenges

High finger dexterity while typing documents and forms

Occasionally lift up to 20lbs

Hybrid office position

Majority of time spent sitting

High level of contact with others via email, phone, Teams/Zoom (online, camera facing, business work attire required)

Occasional meetings with clients, carrier visits/events & team members