HAWAII--Commercial Insurance Account Manager

About Us:

Acrisure’s West Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors, they develop coverage strategies and plan with occasional guidance or direct supervision.

Responsibilities:

• Promptly field and address client service calls and emails

• Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day

• Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above

• Set up policy change activities in EPIC

• Renew policies in EPIC once coverage has been bound

• Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team

• Welcome new business clients to Acrisure via telephone and email introductions

• Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need

• Large-sized (over $10k in revenue) accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates

• Large-sized accounts: Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) to the producer 30 days before expiration for delivery to the insured

• Middle-sized accounts: present the renewal to the insured 30 days before the expiration

• Bind coverage with carriers, providing subjectivities to them at the time of bind

• Complete all tasks in all activities assigned

• Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients

• Process and deliver new and renewal insurance policies within 30 days of effective date

• Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities

• Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to Acrisure standards

• Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services

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

Requirements:

• Active Property & Casualty License Required.

• Strong organizational skills- ability to discern priority and initiative.

• Computer skills, specifically Microsoft Word, Outlook and Excel

• Excellent verbal and written communication skills as well as strong interpersonal skills

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.

• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.

• Applied Systems / EPIC experience a plus.

• Knows and applies principles of insurance to everyday situations.

Education/Experience:

• High School diploma required, Associate Degree or higher preferred.

• Minimum of 2 years of experience in commercial lines.

• CPCU or special training course completion a plus.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs                         

• Opportunities for Growth

• Parental Leave

• Generous time away

Compensation: $75,600-$85,050 annually

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