Account Manager, Commercial Lines

Job Title : Account Manager, Commercial Lines

Job Schedule : Fully on-site at an office located in one of the following states : CO, ID, UT, OR

Base pay range : $45,000.00 / yr - $70,000.00 / yr

Job Description

About Us : Acrisure's Northwest Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Northwest Platform to 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 valuable, high-margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary

Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. They are individual contributors who develop coverage strategies and plans with occasional guidance or direct supervision.

Responsibilities

• Perform daily service on assigned tasks by Producers and / or Account Executives following the agency's procedures, including but not limited to :
• Service accounts, including account transactions such as quoting and issuing 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 marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Develop coverage strategies and plans as necessary.
• Review new / renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in the agency management system (Applied Systems / EPIC).
• Document all activities in the 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 for mutual clients.
• Keep Producers informed of all important activities on their accounts, including 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 as needed, 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

Education / Experience

Benefits & Perks

The base salary range for this position is $45,000 – $70,000 annually. 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.

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 status, 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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