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Sell commercial insurance by building and converting a qualified pipeline, developing strategic growth plans, using CRM and AI tools, managing client relationships, collaborating with service teams, and providing market/competitive insights to meet revenue targets.

Accountable for Acrisure's Palantir environment: hands-on tenant administration, ingress/egress design, permissions architecture, reusable component catalog, FinOps, governance, security/compliance, and platform-team leadership. Operates, optimizes, and enforces standards while presenting cost/capacity tradeoffs to executives.

Serve as the primary strategic relationship manager for assigned claims clients, ensuring successful onboarding, operational performance, issue resolution, and long-term retention by coordinating cross-functional teams and delivering exceptional service and strategic guidance.

Coordinate and manage inspection inventory and assignments across a territory; serve as primary client contact; communicate updates and resolve issues; manage vendor relationships; assign workloads, track status, coordinate extensions, and support process improvements and special projects.

Responsible for outbound and inbound prospecting to build a pipeline of qualified leads using CRM and sales engagement tools. Research and qualify prospects, leverage analytics and AI-driven insights to target high-potential accounts, personalize outreach, partner with sales and marketing to hand off leads, and document market intelligence to optimize lead generation processes.

Prospect and close payroll and HR service sales to small and mid-sized businesses via in-person and phone presentations. Use Atlas CRM for lead generation, financial analysis, and contract processing. Build referral networks, meet production targets, upsell existing clients, and spend at least 50% of time in the field. Participate in training, team meetings, and ongoing product learning.

The Senior Account Manager oversees service delivery for clients, manages insurance processes, and coordinates with underwriters to meet client needs.

Manage client relationships and act as liaison between clients and internal teams. Provide customer service for workers' compensation products, assist onboarding, process certificates and invoices, track billing and payments, support portal use, and handle various administrative tasks to ensure timely delivery of solutions.

The Surety Bond Account Manager assists clients in managing their bond needs, collaborates with surety companies, and maintains accurate records and communication regarding bond processes.

The Account Manager will provide exceptional customer service, assist clients with policy changes, manage documentation, maintain relations, and ensure timely resolution of account issues.