Commercial Insurance Account Manager

About This Role

Manage commercial insurance accounts by providing excellent customer service, coordinating renewals and policy delivery, and processing daily service requests. This role involves communicating with clients and producers to obtain necessary information and ensure accurate policy management.

Responsibilities

• Promptly field and address client service calls and emails
• Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily
• Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders)
• Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day
• Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above
• Set up policy change activities in EPIC
• Renew policies in EPIC once coverage has been bound
• Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team
• Utilize Indio for all renewals
• Welcome new business clients to Acrisure via telephone and email introductions
• Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive “top of the stack” applications to insurance companies for quotes

Requirements

• Minimum of a High School Diploma
• Valid CA Property/Casualty license or ability to obtain
• Three+ years of experience in commercial lines

Qualifications

• High School Diploma
• Three+ years of experience in commercial lines

Nice to Have

• Insurance designation

Skills

* Required skills

Benefits