Job Title: Account Manager – Middle Market Commercial

Agency/Platform: New England Platform

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Due to experience and technical knowledge, the Account Manager is responsible for handling higher level risk issues with direction from the Client Advisor. The AM is responsible for servicing new and existing clients that generate, on average, generally more than $2,500 in commission or as otherwise assigned. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing business accounts. Ensure accuracy of new and existing data input in the automation system and perform essential functions per guidelines, procedures, quality and service standards stated by the agency. Marketing activity is required in this position to meet sales, service, retention and quality standards. This position requires direct interaction with clients. Effective communication is a key component in this role. AM should demonstrate leadership amongst their peers and team members and be comfortable delegating work and developing Account Associates.

Essential Duties and Responsibilities:

• Provides customer service to clients as assigned and requested.
• Works in partnership with and support of Client Advisor as they ascertain the client needs and set up account management strategy and/or focus plan for the account.
• Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
• Proactively informs Client Advisor of relevant changes and updates that materially affect overall client management strategy.
• Review aged receivables and manage notices of cancellation per agency procedures.
• Review aged receivables and manage notices of cancellation per agency procedures.
• In accordance with the client management strategy, regularly review current coverage, recommend changes in coverage or markets, and actively solicit increase in coverage or rounding out of account.
• Prepare proposals, schedules of insurance and recommendations for clients.
• Review with Client Advisors as needed and invoice all billed audits. Follow company direction and agency guidelines for disputed audits.
• Prepare quotes, proposals, applications, and supplemental forms for timely and complete submission to carriers for new or renewal accounts as directed by the Client Advisor.
• Competently and confidently discuss policy changes and coverage issues with underwriters while advocating on the client’s behalf.
• Initiate renewal reviews with Client Advisor and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues.
• Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.
• Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.
• Remarketing of a renewal to provide best option(s) available to client in current market conditions.
• Receive, review, and manage cancellations and act to save accounts as appropriate. Determine necessary action and notify Client Advisor as necessary.
• Maintains client accounts on agency automation system, documents conversations, properly attaches documents in Agency Management System, sends confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.
• In conjunction with Manager/Coordinator of Business Insurance, coach, and mentor team members in their professional development. Support and implement strategies to accomplish the agency mission and initiatives.
• All work is executed in a manner to avoid potential E&O issues. Immediately notifies management of any potential E&O issues.

Miscellaneous:
• Actively pursue relevant CE courses and achievement of a designation by the end of year three.
• Participate in seminars and other training for knowledge and skill development.
• Some training of other employees may be required.
• Provide backup in other areas as assigned.
• Perform other duties and special projects at Management’s request.
• Help develop efficiencies in automation in a paperless environment reducing or eliminating paper flow.
• Stay abreast of trends, products, pricing, and competitive markets. Have working knowledge of all agency and company changes procedures.

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

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.