Associate Account Manager

About The Role

This position will have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages and by providing extraordinary client service.

Responsibilities: 

• Manages high-value or complex accounts, often involving more intricate problem-solving end negotiations.

• Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost.

• Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the “best” way to manage the customer’s risk which may require an inventive approach.

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

• Manages initial report of claims, and following up to ensure that the claim is properly progressing, and customer’s needs are being met.

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

• Develops and executes strategic account plans to drive client growth and retention.

• 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.

• Keeps customers up to date on “pending changes” in the insurance world that may impact their insurance coverage.

• Assists or completes other tasks as directed by platform management.

• Provide timely, professional, accurate communication to client, team, carrier representatives and

• Keep and maintain confidentiality of client records and communication.

• Engages with senior executives both within the company and at client organizations to align on goals and strategies.

• Conducts detailed analysis of account performance and implement improvements to optimize client satisfaction and profitability.

• Seeks referrals from clients and follows through to help generate new business.

• Refers current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.

• Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.

• Comply with agency standards, policies, and procedures.

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

Requirements: 

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. 

• Must have a high level of understanding accounting or strong math skills.

• High degree of critical thinking; ability to problem solve when the answer is not readily apparent. 

• Demonstrated attention to detail, producing outcomes with minimal errors. 

• Ability to adapt well to change in direction and priority in a fast-paced environment. 

• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office 

• Knowledge of Agency Management Systems; Applied Epic a plus.

• Able to function independently and as part of a team. 

• Complies with continuing education requirements for agent licensing as well as professional designations.

• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Education/Experience:

• Bachelor’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required.

• Proven experience managing a portfolio of commercial accounts, including building strong client relationships, and delivering tailored insurance solutions.

• Hold and maintain appropriate state Property and Casualty Insurance License

• Initiate, obtain, and maintain (CISR elite, CIC, CRM, CPCU or other advanced designations)

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.

• High finger dexterity while typing documents and forms.

• Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

• The noise level in the work environment is usually moderate.

#LI-DK1

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.