Acrisure

Sr Account Manager

Acrisure$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Property & Casualty License required
  • Strong organizational skills with priority discernment
  • Proficient in Microsoft Word, Outlook, and Excel
  • Excellent verbal and written communication skills
  • Mathematical skills for calculations related to premiums and commissions
  • Problem-solving skills to handle various instructions and situations
  • Experience with Applied Systems / EPIC is a plus

Responsibilities

  • Service client accounts by managing transactions, policies, endorsements, claims, and renewals
  • Respond promptly to client inquiries and requests
  • Develop tailored coverage strategies and plans
  • Conduct insurance marketing and sales activities
  • Collect renewal data for assigned accounts
  • Provide claims support to clients
  • Review policies and endorsements for accuracy
  • Maintain accurate client data in agency management system
  • Document all client interactions and activities
  • Utilize technology for data management and communication
  • Assist other departments with necessary policy-related information
  • Keep Producers informed of account activities and potential issues
  • Stay updated on industry trends through educational opportunities
  • Maintain knowledge of underwriting requirements and policy changes

Benefits

  • Professional development opportunities
  • Supportive team environment
  • Access to educational seminars and compliance training
  • Collaborative cross-functional partnerships
  • Opportunity to work closely with producers and management
Full Job Description
Job Description

Job Title: Senior Account Manager

Department: Commercial Lines

Location: West Division

Job Summary:

Senior Account Managers perform advanced responsibilities and are primary points of contact for clients they oversee. Senior Account Managers are individual contributors and develop coverage strategies and plans with occasional guidance or direct supervision. Senior account managers will apply the core principles of insurance to everyday situations and demonstrate the skills and knowledge to understand specific needs or requirements that may require an inventive approach. Senior account managers can be primary points of contact for the clients they oversee.

Responsibilities:

  • Service accounts, including account transactions such as quote 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.


  • Develop coverage strategies and plans as necessary.


  • Insurance marketing and sales.


  • Collect renewal data on assigned accounts.


  • Claims support.


  • Review new/renewal policies and endorsements to ensure 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 appropriate policies in 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 and assignments assigned including backup duties.


Requirements:

  • Active Property & Casualty License Required.


  • Strong organizational skills- the ability to discern priority and initiative.


  • Computer skills, specifically Microsoft Word, Outlook, and Excel


  • Excellent verbal and written communication skills as well as strong people 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 is a plus.


  • Know and apply principles of insurance to everyday situations.


Education and Experience:

  • High School diploma required.


  • Minimum of4years of experience in commercial lines and/or industry.


  • CPCU or special training course completion is a plus.


Pay Details:

The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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

About Acrisure

Acrisure is an insurance brokerage firm that provides a range of insurance products and services to businesses and individuals. The company was founded in 2005 and is headquartered in Caledonia, Michigan. Acrisure offers a wide range of insurance products, including property and casualty, employee benefits, and personal lines insurance. The company has grown rapidly through a series of acquisitions, and now has over 500 offices in the United States and around the world. Acrisure has been recognized as one of the fastest-growing companies in the United States, and has won numerous awards for its innovative insurance products and services.
Learn more about Acrisure
Size
7,000 employees
Industry
Founded
2006

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