Commercial Lines Account Manager (Shubert & Associates)

Acrisure

Acrisure

Sales & Business Development
Pelham, AL, USA
Posted on Tuesday, August 1, 2023

Job Title: Commercial Lines Account Manager

Department/Agency: Shubert & Associates Insurance

Location: Pelham, AL

About Us:

Acrisure’s South Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure South Platform to where it is today, with a culture built on organic partnership.

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.

Hybrid work schedule.

Responsibilities:

  • Service assigned customer accounts, including obtaining carrier rates and providing quotes and illustrations for new and renewal risks

  • Prepare spreadsheets used for new customer quotes and renewal meetings

  • Review policy and endorsements for accuracy; report errors to the insurance company for correction

  • Answer customer and carrier phone calls fielding/answering questions

  • Interface with others to obtain and deliver information, quotations, policy changes, etc.

  • Input and update customer and policy information in account management system

  • Obtain customer information and prepare data for policy quote illustration

  • Prepare presentations for Account Executive meetings

  • Prepare all correspondence and proposals

  • Handle confidential and non-routine information

  • Work independently and within a team on special and nonrecurring, and ongoing projects

  • Assist in cross-selling accounts

  • Keep Account Executives fully informed of all important activities on their accounts, including being sensitive to potential problems

  • Present quotes to clients

Requirements:

  • P&C license, required

  • At least 1 year of prior insurance experience, required

Other Qualifications:

  • Self-starter

  • Motivated

  • Team player

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.