Job Description

Job Title: Commercial Lines Account Manager

Department/Agency: Brakke Schafnitz Insurance Brokers

Location: Aliso Viejo, CA (Hybrid)

About Us:

Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.

Led by co-founder, Chairman and CEO Greg Williams, 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.

Since 1969, Brakke Schafnitz Insurance Brokers and Saddleback Valley Insurance Center have provided comprehensive insurance solutions to individuals and businesses in Orange County, Los Angeles and nationwide. Today, this mission continues as Signature Insurance Group, which recently partnered with Acrisure, the eighth largest privately held broker in the United States. Based in Michigan, Acrisure operates in 43 states and internationally, with Brakke Schafnitz (Signature Insurance Group) representing their platform in California.

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 500 locations across the US and continue to grow every month. To fuel that growth, we have another exciting opportunity as a Commercial Lines Account Manager with Brakke-Schafnitz Insurance Brokers, an Acrisure Agency Partner.

Job Description:

The successful candidate will be responsible for implementing the required clerical and processing functions of a book of business, to generate accurate and timely work product in assisting the producer in the maintenance of files in all phases of activity.

Essential Duties and Responsibilities:

• Updating and maintaining renewal lists and sending renewal letters as requested

• Communicating with both carriers and clients in a timely and professional manner

• Checking policies, endorsements, audits and other policy documents for accuracy

• Using Carrier rating websites (Hartford, Travelers, etc.) or something similar.

• Organizing and prioritizing workflow

• Processing binders, certificates of insurance and all other policy information updates

• Performing related duties as assigned

• Assisting Producers and other Account Managers as needed

• Providing guidance and sharing information with other team members

• Completing Certificates of Insurance

• Processing change requests and submitting to carrier

• Requesting Loss Run information from insured and/or carrier

• Processing endorsements

• Processing and submitting claims to insurer

• Communicating with and Developing business relationships with clients

• Obtaining information from client in order to market new and renewal policies

• Performing special projects and other duties as assigned

Education and/or Experience:

• Ability to perform typing duties with verbal and/or written direction

• High school diploma or recognized equilavent, required

• Proficiency in MS Word, Excel, Outlook and Adobe Acrobat

• Experience with Agency Management Systems (Applied/TAM experience are strongly preferred)

• Designations preferred (CIC, CPCU, CISR, AAI, ARM)

• Current CA Property & Casualty Insurance License or ability to obtain license with 6 months of hire, required

• Minimum 5+ years of progressively responsible commercial insurance experience, required

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office

• Open layout, desks with stand-up option

• The noise level in the work environment is usually moderate

Company Benefits:

We offer a great benefits package including medical and dental plan, life insurance, 401(k), flexible spending account, and paid time off.

Job Type: Full-time

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture ​focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, 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.

For more, visit www.Acrisure.com or learn more here.

Pay Details:

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, 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.

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.