Account Manager, Commercial Lines
Posted 1 week ago
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Upload Your ResumeAbout This Role
As an Account Manager, Commercial Lines, you will be the primary point of contact for clients, performing daily service tasks and developing coverage strategies. You will play a crucial role in maintaining client relationships and ensuring efficient insurance operations within Acrisure's West Division.
Responsibilities
- Perform daily service on assigned tasks by Producers and/or Account Executives according to agency's written procedures
- Service accounts, including quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
- Respond to client inquiries, incoming mail, and company request needs on a timely basis
- Engage in insurance marketing and sales activities
- Collect renewal data on assigned accounts
- Provide claims support
- Develop coverage strategies and plans as necessary
- Review new/renewal policies and endorsements to ensure 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
- Keep Producers informed of all important activities on their accounts, and sensitive to potential problems
- Stay current with industry trends and participate in educational seminars and classes for improvement of insurance/sales skills and license compliance
- Maintain knowledge of current underwriting requirements of contracted insurance carriers and policy provisions
Requirements
- Active Property & Casualty License
- Strong organizational skills
- Computer skills (Microsoft Word, Outlook, Excel)
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Ability to solve practical problems and interpret a variety of instructions
- Knowledge of principles of insurance
Qualifications
- High School diploma required, Associate Degree or higher preferred
- Minimum of 2 years of experience in commercial lines
Nice to Have
- Applied Systems / EPIC experience
Skills
* Required skills
Benefits
Certifications
About Acrisure Trade Credit
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward, connecting clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services.