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Commercial Lines Associate Account Manager

Commercial Lines Associate Account Manager

AcrisureWilloughby, OH, US
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Overview

Join to apply for the Commercial Lines Associate Account Manager role at Acrisure

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

Learning the meaning of the principles of insurance and applies to everyday situations. Individual contributor representing a step toward positions of more autonomy in account management; works under direct supervision. Performs more routine responsibilities and are primary points of contact for the clients they oversee. Supports and informs coverage strategy and plan. Work with simpler or less demanding clients. Required to have the necessary insurance license(s). Responsible for day-to-day servicing of existing accounts.

Responsibilities

  • Answer insured's questions received via phone call or email
  • Process changes to the policy as requested by the insured according to agency procedure
  • Issue certificates of insurance as requested by insured and / or broker
  • Create billing activities for accounting. This function may involve reviewing the insured's account, obtaining finance agreements and collect payment from the insured.
  • Monitor pending cancellations according to agency procedure.
  • Keep all information in agency management system accurate including driver / vehicles schedules
  • Log all correspondence, email, phones calls, etc. in agency management system
  • Utilize suspense system for pending items
  • Provide back up for other agency service staff as needed
  • These duties are not all inclusive and subject to updates and modification as deemed necessary by management.

Requirements

  • Experience : Three years insurance experience with an Ohio Property and Casualty license preferred
  • Knowledge : Microsoft Office, Applied EPIC
  • Skills : Organization, multi-tasking, work independently, team player
  • 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.

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    Commercial Lines Account Manager • Willoughby, OH, US

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