Account Manager - EB, Mid/Large-3

Job Description

Job Title:Account Manager

Department:Employee Benefits

Location:West Division

About Us:

Acrisure’sWest Divisionbegan with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealedthe individualstrengths andthe extraordinary advantageattheir doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the AcrisureWest Divisionto where it is today, with a culture built on organic partnership. 

Acrisure is a fast-growing fintech leader thatoperatesa global insurance broker. Acrisureprovidesa 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 Managersperform more routine responsibilities and are primary points of contact for clients they oversee.Account Managers are individualcontributors;they develop coverage strategies and planwith occasional guidance or direct supervision. 

Responsibilities:

• Perform daily service on assignedtasksby Producers and/or Account Executives with the agency’s written procedures including, but not limited to:

• Service accounts, including account transactions such asquote and issue policies,ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.

• Respond to client inquiries, incoming mail, and company request needs ona timelybasis.

• Developscoverage strategies andplansas necessary.

• Insurance marketingand sales.

• Collect renewal data on assigned accounts.

• Claims support.

• Review new/renewal policies and endorsements toinsureitems were received as ordered.

• Maintain accuracy of client data in agency management system (Applied Systems/ EPIC)

• Document all activities in agency management system (Applied Systems/ EPIC)

• Understand andutilizeupload,downloadandinterfacetechnology.

• Assistother departments in securing and/or providing information necessary to issueappropriatepoliciesin their department for which we have a mutual client.

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• Maintain knowledge of current underwriting requirements of contracted insurance carriers

• Maintain knowledge of policy provisions and any changes in these provisions

• Complete other functions andassignments asassigned including back-up duties.

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

Requirements:

• ActiveHealth & Life License Required. 

• Strong organizational skills-abilityto discern priority and initiative.

• Computer skills, specifically Microsoft Word,Outlookand 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 variablesfurnishedin written, oral, diagram or schedule form.

• Applied Systems /EPIC experiencea plus.

• Knows andappliesprinciples of insurance to everyday situations.

• Employee Navigator experience a plus.

Education/Experience:

• High School diplomarequired,Associate Degreeor higher preferred.

• Minimum of 2 years of experience inemployee benefits.

• CPCU or special training course completiona plus. 

Benefits & Perks: