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:

This position will have a primary responsibility for assisting account managers with policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by helping manage the day-to-day service needs of clients and constantly work toward strong client relationships. Help account managers market and service accounts in accordance with the platform objectives and procedures.

Responsibilities: 

• Establish and maintain a strong relationship with account managers

• Collaborate with the account managers and client advisors to review insurance programs for assigned clients.

• Collaborate with account managers to market, quote, and prepare the proposal for the client.

• Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner.

• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.)

• Complete account reviews for remarkets.

• Attempt to round-out each customer’s insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable.

• Maintain customer records in accordance with procedures.

• Keep account managers up to date on pending changes on an account.

• Provide timely, professional, accurate communication to account managers and client advisors .

• Keep and maintain confidentiality of client records and communication.

• Comply with agency standards, policies, and procedures.

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.