Commercial Lines CSR (Mid-Atlantic)

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 Account Manager is a member of the Commercial Lines team dedicated to a specialized industry providing service to clients located across the USA. This individual is responsible for gathering and organizing data and in turn, preparing and presenting to proposed solutions to clients.

CLIENT-FACING EXPECTATIONS:

• Establish credibility by developing sustainable relationships with senior-level client personnel and main day-to-day contacts and to be recognized as a trusted advisor by clients, Odell Studner leadership, and peers

• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs

• Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc.

• Understand client’s business goals, how they measure success, and how we can help them achieve and track such goals.

• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Provide a high level of service to clients in a specialized industry, continuously looking for more points of engagement and more ways OSG as an organization can plug in with the client.

• Responsible for maintaining timeline and process during renewal cycle, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.

• Collaborate with Account Executive to set the marketing/renewal strategy and execute on the agreed upon strategy.

• Coordinate calls and meetings with client such as renewal presentations, but also pre-renewal calls to set client’s expectations for the renewal, provide updates on the marketplace, and communicate proposed strategy with client.

• Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages.

• Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year.

• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.

• Collaboration & Communication within practice group to address any emerging risks, carrier issues, etc. that need to be addressed 

• Review policies and endorsements for accuracy; report errors to insurance company to correct.

KNOWLEDGE & SKILL REQUIREMENTS

• Ability to work with minimum supervision; able to accept direction on given assignments.

• Knowledge of MS Office Products, Word, Outlook, and advanced knowledge of excel.

• Demonstrated flexibility and adaptability to changing priorities and deadlines.

• Strong analytical skills and attention to detail to ensure document accuracy.

• Able to work effectively in a team environment with strong customer service skills.

• Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.

• Ability to travel domestically for client visits and the occasional relevant industry conference.

• Experience with a broker/agent, including marketing large middle market accounts to

• carriers; excellent knowledge of the markets a plus.

• Strong knowledge of all basic P&C coverages, focus/specialty in certain coverage areas a plus

• Superior presentation or relationship skills to present proposals to customers and prospects in this highly Client interactive role.

• Minimum 5 years relevant Commercial Lines experience a plus.

• College degree preferred.

• Licensed in property and casualty insurance preferred.

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.