Service Account Manager - South Platform
About the Acrisure South Platform:
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.
Acrisure has a current need for a full-time Service Account Manager. This individual supports the agency’s clients in compliance with Acrisure’s standards, policies, procedures, and process. Under the direction of the P&C Service Manager – the Service Account Manager is responsible for providing insurance related tasks in servicing accounts, including providing coverage consultation and advice to clients. The success of this role is measured by the ability to meet deadlines, produce a quality work product in a fast-paced environment, and provide positive team participation and support.
Provides timely, professional, accurate, communication to client, team, carrier representatives and underwriters.
Enjoys a fast- paced work environment.
Maintains current knowledge of lines of coverage and products.
Ability to make decisions independently based on knowledge of insurance products and utilizing professional judgement.
Maintains required electronic files accurately and consistently.
Will work in a high communication role with Team and drive activities based on reports and initiatives of the week.
Prepare loss history: Request loss runs from companies and complete loss summary as needed. Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
Maintain Certificate of Insurance List and create master template for COI’s.
Coordinate with 3rd Party Vendor for issuance of COI’s and Evidence of Insurance.
Insurance Requirement Review, including procuring quotes for endorsements and additional coverages as needed.
Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes.
Review company audits for accuracy and follow up on additional premiums as required according to best practices.
Answer client calls and emails concerning all service issues and product queries from clients quickly, efficiently, and accurately.
Ability and willingness to acquire additional education and certifications as required for position.
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.
Excellent project management, time management and prioritization skills.
Knowledge of business English, proper spelling, grammar, and punctuation.
Attention to detail and commitment to a high level of accuracy.
Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels.
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.
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives.
Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication with executives, management, sales, and operations staff.
Ability to actively listen, work independently, problem solve with minimal assistance and use discretion surrounding sensitive information.
Competent and proficient understanding of the Microsoft Office suite.
High School diploma or equivalent.
Possess Property and Casualty license.
5 years’ experience in large commercial servicing preferred.
Maintain license continuing education requirements.
Benefits & Perks:
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Generous time away
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.
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.