Account Executive

Job Description

Job Title:Account Manager

Department:Commercial Lines

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 andextraordinary advantagesat their 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 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 Managersperform more routine responsibilities and are primary points of contact for clients they oversee.Account Managers are individual contributorswith occasional guidance or direct supervision. Account managersknow and applythe principles of insurance to everyday situationsandperformsroutine responsibilitiesand can develop coverage strategiesand plans.  

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 on a timely basis.

• Insurance marketingand sales.

• Collect renewal data on assigned accounts.

• Claims support.

• Developscoverage strategies and plans as necessary.

• Review new/renewal policies and endorsements to insure items 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 and utilize upload, download and interface technology.

• Assist other departments in securing and/or providing information necessary to issue appropriatepoliciesin 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 be modified from time to time at the discretion of management.

Requirements:

• Active Property & Casualty LicenseRequired. 

• 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 andappliesprinciples of insurance to everyday situations.

Education/Experience:

• High School diploma required,Associate Degreeor higher preferred.

• Minimum of 2 years of experience in commercial lines. 

• CPCU or special training course completion a plus. 

Benefits & Perks: