Commercial Insurance Account Manager

Acrisure

Acrisure

Sales & Business Development
Fresno, CA, USA
Posted on Tuesday, October 17, 2023

Job Description

Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

Providing our clients with an excellent customer service experience is very important to us. Our Account Managers (AMs) are responsible for delivering fast, friendly, and accurate service for our producers and clients.

Coordinating proactive service on renewals, policy delivery, and daily service requests, while adhering to our department policies, workflows and procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who are able to identify and seek out opportunities to enhance the experience of clients and fellow team members.

Job Summary:

Coordinating proactive service on renewals, policy delivery, and daily service requests, while adhering to our department policies, workflows and procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who are able to identify and seek out opportunities to enhance the experience of clients and fellow team members.

Essential Duties and Responsibilities:

  • Promptly field and address client service calls and emails

  • Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily

  • Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders)

  • Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day

  • Utilize resources provided (Account Coordinator and Administrative Assistant teams) to request, obtain, process and deliver many of the requests listed above

  • Set up policy change activities in EPIC

  • Renew policies in EPIC once coverage has been bound

  • Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team

  • Utilize Indio for all renewals

  • Welcome new business clients to Acrisure via telephone and email introductions

  • Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive “top of the stack” applications to insurance companies for quotes

  • Premier accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates

  • Premier accounts: Coordinate with the producer on marketing strategy 120 days prior to expiration and provide the renewal presentation (including RPC) to the producer 30 days prior to expiration for delivery to the insured

  • Preferred accounts: present the renewal to the insured 30 days prior to the expiration

  • Bind coverage with carriers, providing subjectivities to them at the time of bind

  • Complete all tasks in all activities assigned

  • Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients

  • Process and deliver new and renewal insurance policies within 30 days of effective date

  • Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities

  • Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to VANTREO standards

  • Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services

  • Setup and maintain documents for Instant Access (client service portal)

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)

  • Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information

  • Speaking (conveying information clearly and effectively) and Group Presentation

  • Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations

  • Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar, and punctuation is important)

  • Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)

  • Time Management (managing one's own time and respecting the time of others)

  • Prompt response to all email and voice mail correspondence

  • Document EPIC using clear, concise wording/notes, such that if another person was to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.

Education and/or Experience:

  • Minimum of a High School Diploma

  • Valid California Property/Casualty license

  • Valid driver’s license & auto insurance

  • Three+ years of experience in commercial lines

  • Insurance designation (CPCU or CIC preferred but not required)

Technology Skills:

  • PC Computer (including strong typing skills)

  • EPIC Agency Management System (preferred but not required)

  • Microsoft Word, Outlook, including Quick Parts, Excel

  • Microsoft Internet Explorer/Chrome/Firefox

  • Company online rating/service sites

Other Qualifications:

  • Honest and ethical behavior

  • Persistence in the face of obstacles

  • Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)

  • Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)

  • Dependability (reliable and responsible in keeping commitments, even after the mood the commitment was made in may have passed)

  • Initiative (willing to take on responsibilities and challenges)

  • Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)

  • Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)

  • Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

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 essential functions.

  • Moderate stress due to regular deadlines and daily challenges

  • High finger dexterity while typing documents and forms

  • Occasionally lift up to 20lbs

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.

  • Inside remote/hybrid office position

  • Majority of time spent sitting

  • High level of contact with others via email, phone, Teams/Zoom (online, camera facing, business work attire required)

  • Occasional meetings with clients, carrier visits/events & team members

Pay Details:

Annual Salary: $70,000 - $80,000

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.