Commercial Lines Account Manager

Posted:
10/2/2024, 9:05:46 AM

Location(s):
California, United States ⋅ Fresno, California, United States

Experience Level(s):
Senior

Field(s):
Sales & Account Management

Job Description

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:
The Account Manager is responsible for maintaining a book of business ensuring high client retention through excellent service to clients and supporting team members in processing all lines of commercial insurance.

Responsiblities:

  • Completes applications in coordination with Producer(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.

  • Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

  • Determine if direct or agency billing is appropriate and invoices accordingly.

  • Prepares summaries of insurance, schedules and proposals as needed.

  • Processes renewals in coordination with Producer(s) and according to agency procedures.

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

  • Verifies policy and policy change information, facilitating corrections when necessary.

  • Processes incoming mail and phone requests, responding promptly and appropriately.

  • Determines reasons for requests for cancellations; acts to save accounts; notifies Producers(s).

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

  • Identifies exposure to loss and recommends appropriate coverages in coordination with Producer(s).

  • Occasionally accompanies Producer(s) on prospect and client meetings as requested by Producer(s).

  • Occasionally takes the lead in renewal with the client, strategy determination, marketing and carrier negotiations and client negotiations to secure account.

Pay Details:

Annual Salary: $67,000 - $80,000

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.


Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.


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.