Overview
Account Manager- Commercial Lines, Transportation at Acrisure. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers, accountable for facilitating team service deliverables and managing accurate, efficient responses. Requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.
Responsibilities
- Manages the overall team operations, client coordination, and customer service delivery. Includes coordinating, coaching, and prioritization with Account Associates, as well as reviewing and managing the overall workload.
- Leverages knowledge in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
- Assists Producers and Account Executives with client service commitments.
- Ensures service standards are met, identifies trends, and implements process improvements on the team.
- Functions as the day-to-day client contact, focusing time on troubleshooting issues and helping the client make well-informed decisions that position the client for success.
- Manages the new business and renewal process, and oversees day-to-day client changes.
- Accountable for client service delivery through high and / or increased client retention, rounding of accounts, referrals, and uneventful renewals.
- Ensures pre-renewal information is sent out within service standards and follows up with clients for timely response and with insurance markets for timely quotes.
- Manages renewal marketing plans with Producers and Service Teams and ensures the plan is executed. Creates accurate proposals / deliverables for renewal meetings.
- Reviews quotes for accuracy against supporting documents. Negotiates additional coverage / price with underwriters.
- Completes renewal bind processes and checklists quickly and accurately; ensures all aspects of the renewal are documented.
- Ensures files are accurately documented to minimize E&O exposure and to respond quickly to client requests.
Qualifications
Current Insurance License in Property & Casualty and / or Health & Life for the state of the agency office location.Ability to work toward professional designation.Comfortable in an electronic environment with strong computer skills.Strong working knowledge of Word, PowerPoint, and Excel.Excellent people skills and ability to work well in a team environment.Excellent verbal and written communication skills.Strong organizational skills and attention to detail.High school diploma (college preferred).Bachelor's Degree in a Business or related field or equivalent relevant experience.A minimum of 5 years of experience within the insurance industry or related field.Benefits and Perks
Competitive compensationGenerous vacation policy, paid holidays, and paid sick timeMedical, Dental, and Vision Insurance (employee-paid)Company-paid Short-Term and Long-Term Disability InsuranceCompany-paid Group Life insuranceCompany-paid Employee Assistance Program (EAP) and Calm App subscriptionEmployee-paid Pet Insurance and optional supplemental coverageVested 401(k) with company match and financial wellness programsFlexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits optionsPaid maternity / paternity leave and fertility benefitsCareer growth and learning opportunitiesCompliance and Privacy
Note : This description includes a standard Equal Employment Opportunity (EEO) statement and privacy notice. Acrisure is an equal opportunity employer. California residents can learn more about privacy practices for applicants at the Acrisure California Applicant Privacy Policy : www.Acrisure.com / privacy / caapplicant.
To Executive Search Firms & Staffing Agencies : Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. All unsolicited resumes are the property of Acrisure.
Welcome, your new opportunity awaits you.
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