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Acrisure · 2 hours ago

Commercial Insurance Senior Account Manager

Florida, United States

Full-time

Hybrid

Senior Level

5+ years exp

Acrisure is a global fintech leader that empowers businesses with customized solutions across various sectors. The Commercial Insurance Senior Account Manager will assist clients with coverage changes, provide technical support, manage client needs, and ensure timely renewals while maintaining effective relationships with clients and carriers.

Financial ServicesInsuranceInsurTech

Responsibilities

Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly. Uses each client contact as an opportunity to review the entire account, round it out, and market as needed

Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs

Provides technical support to producer(s) to benefit clients and support the agency’s strategic business goals

Prepares proposals in coordination with producer(s)

Submits applications to eligible and appropriate carriers

Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies

Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items, verifying their accuracy

Prepares summaries of insurance, schedules, and proposals as needed for account reviews

Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s)

Renews policies following agency standards; verifies each renewal’s accuracy and ensures all renewals are produced

Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed

Maintains and updates electronic and client activity files

Verifies policy and policy change information, facilitating corrections when necessary

Processes incoming mail requests, responding promptly and appropriately

Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed

Uses the agency credit and collection policy when invoicing and pursuing prompt payments

Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible

Leaves accurate documentation of all contacts

Refers current and prospective clients to the Life/Benefits Department and to Personal Lines for solicitation of those lines of business

Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s)

Assists with or completes other tasks as directed by agency management or producer(s)

Attends client meetings at their locations as necessary

Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts

Stays informed regarding industry trends, new products, legislation, coverages, and technology to continuously improve knowledge and performance

Interacts effectively with others by utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve agency business goals

Performs technical tasks to expedite client services

Performs other duties as assigned. This description is not intended as a contract and is subject to change

Qualification

Commercial Lines Account ManagementApplied Epic proficiencyActive P&C 2-20 licenseInsurance products knowledgeRating procedures knowledgeClient relationship managementCommunication skillsTeam leadership

Required

5+ years' experience as a Commercial Lines Account Manager supporting complex, large construction clientele within Florida

Applied Epic proficiency

Active P&C 2-20 license

Full knowledge of insurance products, markets, and usage

Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists

High school diploma or equivalent