Account Manager

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 success of this role is measured by account retention and rounding revenue, proactively building and maintaining positive relationships with clients, insurance carriers and other divisions within the agency, and training/mentorship of service staff as needed.

Responsibilities:

• Develop and maintain client relationships in an assigned book of business to retain and cross-sell policies.

• Consulting with clients and prospects regarding their total cost of risk.

• Provide solutions to clients and prospects to address their business and insurance issues, and prepare capabilities presentations

• Cross-sell identification and coordination.

• Responsible for client retention, with goals to be set annually.

• Oversee renewal timeline.

• Work closely with market underwriters on review and negotiation. of quotes, including coverage, pricing and commissions.

• Review and proof of proposals.

• Coordinate client onboarding.

• Assist account coordinators on service-related tasks.

• Identify and leverage all marketing resources to include direct carrier appointments, wholesalers/brokers and Acrisure resources

• Identify, develop, and execute best practices with operational processes and procedures, including implementation and training.

• Assist in divisional/departmental/agency growth by fostering relationships with prospects, carriers and internal sources.

• Monitor weekly/ monthly renewal reports in order to assure completion and compliance with agency standards.

• Attend all carrier & team meetings.

• Perform other duties as required and or assigned.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements:

• Excellent project management and time management skills

• Ability to read and interpret documents such as insurance policies, endorsements, contractual insurance requirements, certificates of insurance and loss runs

• Ability to effectively communicate in both verbal and written formats with external and internal people and groups

• Knowledge of business English, to include proper spelling, grammar, and punctuation

• Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels

• Ability to follow instructions in verbal and written format

• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people

• Excellent skills in reliability, initiative, and stress tolerance

• Ability to perform in a professional appearance and manner

• Competent and proficient understanding of the Microsoft Office suite

• General working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.

Education/Experience:

• High School diploma or equivalent

• Property and Casualty license required

• 5+ years of experience in Property & Casualty Insurance in an agency / broker setting.

• Epic experience is strongly desired.

#LI-EG1 #LI-Hybrid

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.