Account Manager

Posted:
9/5/2024, 6:06:33 AM

Location(s):
Georgia, United States ⋅ Atlanta, Georgia, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Sales & Account Management

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:
Senior level Account Manager performs more routine responsibilities and is the primary point of contact for clients they oversee. Occasionally supports Account Executives with Clients that require extensive administrative service. Construction Insurance experience is highly encouraged for this position.

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 marketing renewal and new business with Carriers, issuing policies, ID cards, proposals, endorsements, and certificates

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

  • Review and Prepare Annual Policy Audits

  • Collect renewal data on assigned accounts and prepare Carrier Submissions

  • 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

  • Keeping Producers/Account Executives 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

Requirements:
Active Property & Casualty License Required

  • Strong organizational skills- ability to prioritize and be proactive

  • 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

Education/Experience:

  • High School diploma required, Associate Degree or higher preferred.

  • Minimum of 3 years of experience in commercial lines.

  • CRIS, CPCU or special training course completion a plus.

Benefits & Perks:

  • Competitive Compensation

  • Industry Leading Healthcare

  • Savings and Investments

  • Charitable Giving Programs                       

  • Opportunities for Growth

  • Parental Leave

  • Generous time away

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.