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Acrisure · 7 hours ago

Account Manager, Commercial Lines (Hybrid)

Roseburg, OR

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Acrisure is a fast-growing fintech leader that operates a global insurance broker, providing a broad array of insurance and financial solutions. The Account Manager role involves being the primary point of contact for clients, developing coverage strategies, and performing daily service tasks as assigned by Producers and Account Executives.

Financial ServicesInsuranceInsurTech

Responsibilities

Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:

Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence

Respond to client inquiries, incoming mail, and company request needs on a timely basis

Insurance marketing and sales

Collect renewal data on assigned accounts

Claims support

Develops coverage strategies and plans as necessary

Review new/renewal policies and endorsements to insure items were received as ordered

Maintain accuracy of client data in agency management system (Applied Systems / EPIC)

Document all activities in agency management system (Applied Systems / EPIC)

Understand and utilize upload, download and interface technology

Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client

Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management

Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance

Maintain knowledge of current underwriting requirements of contracted insurance carriers

Maintain knowledge of policy provisions and any changes in these provisions

Complete other functions and assignments as assigned including back-up duties

Qualification

Property & Casualty LicenseApplied Systems / EPICMathematical SkillsOrganizational SkillsReasoning SkillsMicrosoft WordMicrosoft OutlookMicrosoft ExcelCPCU CertificationVerbal CommunicationWritten CommunicationInterpersonal Skills

Required

Active Property & Casualty License Required

Strong organizational skills- ability to discern priority and initiative

Computer skills, specifically Microsoft Word, Outlook and Excel

Excellent verbal and written communication skills as well as strong interpersonal skills

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages

Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form

Applied Systems / EPIC experience a plus

Knows and applies principles of insurance to everyday situations

High School diploma required

Minimum of 2 years of experience in commercial lines