Account Manager, Commercial Lines (Remote)(Northwest Platform)
LOCATION
Remote
QUALIFICATIONS
Active Property & Casualty License required, strong organizational skills, computer proficiency (Microsoft Word, Outlook, Excel), excellent communication abilities, mathematical aptitude, and 2 years of experience in commercial lines preferred.
RESPONSIBILITIES
Service client accounts, respond to inquiries, assist with insurance marketing and sales, collect renewal data, provide claims support, document activities in management systems, and maintain knowledge of insurance policies and underwriting requirements.
INDUSTRY
Fintech and Insurance
SHORT DESCRIPTION
As an Account Manager for Commercial Lines, you will be the primary point of contact for clients, handling routine responsibilities and developing coverage strategies while ensuring effective account service and support.
- Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
- Service accounts, including account transactions such as quote and issue 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.
- Develops coverage strategies and plans as necessary.
- Review new/renewal policies and endorsements to insure items were received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
- Document all activities in 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 polices in their department for which we have a mutual client.
- Keeping Producers informed of all important activities on their accounts including being sensitive to 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 assigned including back-up duties.
- Active Property & Casualty License Required.
- Strong organizational skills- ability to discern priority and initiative.
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
- Applied Systems / EPIC experience a plus.
- Knows and applies principles of insurance to everyday situations.
- High School diploma required, Associate Degree or higher preferred.
- Minimum of 2 years of experience in commercial lines.
- CPCU or special training course completion a plus.
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Opportunities for Growth
- Parental Leave
- Generous time away
#LI-Remote
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
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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