Commercial Lines Insurance Associate Account Manager

Job Title: Associate Account Manager

Department: Commercial Lines - Middle Market

Location: Jacksonville, Leesburg, Orlando, Ocala, or Tampa FL

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 Associate Account Manager is responsible for assisting the Account Managers (2-3) with service needs on Commercial Middle Market Accounts consisting of both new and renewal business, with a positive attitude. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency.

Primary Responsibilities:

• Support Account Managers by processing Certificates of Liability Insurance and Evidences of Property Insurance, requesting policy changes, processing endorsements and audits, requesting invoices from the invoicing team, requesting carrier loss runs, and answering questions and concerns of the client

• Respond to Account Manager requests in a timely manner to avoid potential E&O issues

• Provide service and support to Account Managers on existing accounts and assist them in their delivery of commitments to clients

• Prepare Summaries of Insurance and Premium & Loss Summaries and assist with preparation of Coverage Proposals at the direction of the Account Manager

• Maintain client accounts on the agency management system (EPIC), document conversations with underwriters and/or insureds, properly attach documents to EPIC, send confirmations to insureds and adhere to all other automation procedures that are or become established. Maintain follow-up and suspense system for outstanding orders and correspondence, follow-up on overdue and suspense items. Respond to carrier requests for additional information in a timely manner. 

• Participate in monthly team renewal meetings with Producer and Account Manager(s)

• Participate in weekly team meetings with Producer and Account Manager(s)

Other Responsibilities:

• Participate in seminars and other training for knowledge and skill development

• Provide backup in other areas as assigned by Account Managers, with Management approval

• Perform other duties and special projects at Management’s request

• Help develop efficiencies in automation and paper flow

• Keep Account Managers fully informed of important activities on all accounts and up to date regarding status of VIP accounts

Requirements:

• High School diploma or equivalent required

• 2-20 or 4-40 Florida Insurance License required

• Epic experience strongly preferred; other agency management system experience accepted

• Property & Casualty Client Service experience required; Commercial Lines experience strongly preferred

• Effective communication, both written and verbal

• Ability to build positive relationships both internally and externally

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option (2-20 required)

• Opportunities for Growth

• Parental Leave

• Generous time away