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Acrisure · 1 day ago

Commercial Lines Account Manager

Tampa, FL

Full-time

Onsite

Mid, Senior Level

3+ years exp

Acrisure is a global fintech leader empowering businesses with innovative solutions. They are seeking a Commercial Lines Account Manager to assist clients with coverage changes, provide technical support, and manage client relationships effectively.

Financial ServicesInsuranceInsurTech

Responsibilities

Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and invoice's, accordingly, uses each contact with the client as an opportunity to review the whole account, round it and market

Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs

Provides technical support to Producer(s) to benefit clients and to reach 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 other related items; verifies their accuracy

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

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

Renews policies following agency standards. Verifies each renewal's accuracy; ensures that all renewals are produced

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

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

Uses agency credit and collection policy in invoicing and pursuing prompt payments

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

Leaves good documentation of all contacts

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

Assists in design of or independently designs insurance plans for clients as assigned and directed by the agency management or Producer

Assists or completes other tasks as directed by agency management or Producer

Attends meetings with Clients at their location 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

Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Interacts with other effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency

Performs technical tasks to expedite client services

Qualification

P&C 2-20 LicenseCommercial Lines ExperienceClient Relationship ManagementProposal PreparationTechnical SupportCommunication SkillsOrganizational Skills