Commercial Lines Account Manager (South Platform)

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 :

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 :

Excellent project management and time management skills

Ability to read and interpret documents such as insurance policies, endorsements, contractual insurance requirements, certificates of insurance and loss runs

Ability to effectively communicate in both verbal and written formats with external and internal people and groups

Knowledge of business English, to include proper spelling, grammar, and punctuation

Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels

Ability to follow instructions in verbal and written format

Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people

Excellent skills in reliability, initiative, and stress tolerance

Ability to perform in a professional appearance and manner

Competent and proficient understanding of the Microsoft Office suite

General working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.

Education / Experience :

High School diploma or equivalent

Property and Casualty license required

8+ Years of experience in Property & Casualty Insurance, with at least 5 years in agency roles

Experience with construction industry, large complex risks and large retention programs preferred.