Commercial Lines Account Manager - Southeast Platform

Job Title: Commercial Lines Account Manager

Department/Agency: Southeast Platform

Location: Tequesta, Florida

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 Commercial Lines Account manager is responsible for aiding 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 the agency. The duties and responsibilities of this position are to support the goals, mission and needs of the Agency. Primarily, this entails providing the sales team with the necessary service support to aid them in obtaining new clients and retaining existing ones.

Job Functions & Responsibilities:

• Provides support to sales team in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations.

• Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers; processes renewals in coordination with sales producers according to agency procedures.

• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.

• Reviews and summarizes marketing results and prepares proposals.

• Finalizes proposals and presentations in coordination with producers.

• Binds insurance coverage and prepares binders and or delegates certificates issuance.

• Reviews policies for accuracy and reviews contracts.

• Prepares summaries and/or schedules of coverage for clients;

• Schedules appointments with clients as requested by sales producers.

• Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers. 

• Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.

• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

• Prepares summaries of insurance, schedules and proposals for clients and prospects when needed.

• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

• Verifies policy and policy change information, facilitating corrections when necessary.

• Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.

• Work collaboratively with teammates to ensure exceptional client service. One team, one dream is something we say a lot and we mean it.

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

 The Qualifications You Need 

• High School Diploma or the recognized equivalent is required.

• Minimum 2+ years experience in the Commercial insurance industry or similar role, required.

• Active State of Florida Property & Casualty Insurance License: 2-20 is required.

• Ability to collaborate with diverse individuals — teammates and clients alike.

• Exceptional verbal and written communication skills.

• Solid proficiency with high-level knowledge of Microsoft Office Suite. You need to know how to work in all of the programs, but Excel is especially important.

• EPIC experience preferred.

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away

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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.