Commercial Lines Account Manager

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. 

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary

We are seeking a Commercial Lines Real Estate Account Manager join our team. Our Account Managers are pivotal in aiding real estate clients with service needs and making changes to existing accounts.  Specific service and marketing responsibilities are required in this position.  Must meet service and sales delivery standards and perform essential functions to the quality and service standards developed by Acrisure.  The duties and responsibilities of this position are to support the goals, mission and needs of Acrisure.  Primarily, this entails providing the sales team with the necessary service support to aid them in obtaining new clients and retaining existing ones.

Responsibilities

• Interact with clients to address all servicing needs.

• Processing of policies, endorsements, and audits.

• Enter policy data into our client management system.

• Order loss runs for re-marketing accounts

• Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage

• Keep your desk and files organized at all times

• Perform superior customer service at all times

• Properly utilize the management system to keep track of all pending items.

• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.

• Expedite certificates of insurance if CSR team is short staffed and client needs immediately

• Run MVRs and update driver lists when required

• Prepare renewal rating quotes, based on applications.

• Process and issue binders

• Attend agency and department meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Requirements

• Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required

• Commercial insurance real estate experience highly preferred

• Strong organizational skills- ability to prioritize and be proactive

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

• Computer skills, specifically Microsoft Word, Outlook and Excel

• Applied Systems / EPIC experience a plus

Education and Experience

• High School diploma required, Associate Degree or higher preferred

• Minimum of 3 years of experience in Commercial Lines

• Active Property and Casualty License required