Commercial Insurance Account Manager

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About Acrisure

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.

About Acrisure

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 :

The success of this role is measured by account retention and rounding revenue, proactively building and maintaining positive relationships with clients, insurance carriers and other divisions within the agency, and training / mentorship of service staff as needed.

Responsibilities :

• Coordination of projects across Enterprise
• Develop and maintain client relationships in an assigned book of business to retain and cross-sell policies.
• Consulting with clients and prospects regarding their total cost of risk
• Provide solutions to clients and prospects to address their business and insurance issues, and prepare capabilities presentations
• Cross-sell identification and coordination
• Responsible for client retention, with goals to be set annually
• Oversee renewal timeline
• Work closely with market underwriters on review and negotiation of quotes, including coverage, pricing and commissions
• Review and proof of proposals
• Coordinate client onboarding
• Assist account coordinators on service-related tasks occasionally
• Identify and leverage all marketing resources to include direct carrier appointments, wholesalers / brokers and Acrisure resources
• Identify, develop, and execute best practices with operational processes and procedures, including implementation and training
• Assist in divisional / departmental / agency growth by fostering relationships with prospects, carriers and internal sources
• Monitor weekly / monthly renewal reports in order to assure completion and compliance with agency standards
• Attend all carrier & team meetings
• Perform other duties as required and or assigned
• 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 :

Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Insurance

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