Job Title: Commercial Lines Account Manager

Agency/Platform: Atlantic Shield

Location: Mount Pleasant, SC

Job Summary:

The Account Manager manages an assigned book of business for the commercial lines department. This position primarily collaborates with the Operations Manager and Producers in the agency.

Responsibilities:

New Business

• Processes new business forms

• Reviews data on insurance documents, applications, and policies

• Assists producers with prospect/client set up in management system

Renewals

• Identifies renewals that need marketing

• Reviews both agency and direct bill renewals with Producers

• Communicates with Producers proactively with renewals

• Sends out Agency bill renewals as needed

• Manually renews Agency Bill policies in Epic as needed

Endorsements

• Processes endorsements on the account

Cancellations and Reinstatements

• Corresponds with clients on cancellation requests

• Handles reinstatement process when applicable

Remarketing and Rewrites

• Identifies and handles remarketing opportunities

• Identifies and handles mid-term rewrites

Audits

• Handles Audits

Inspections

• Reviews and Processes insurance inspections

• Coordinates inspection requirements with clients

Cross selling

• Identifies opportunities to round out accounts and cross sells

Accounting

• Transacts New, Renewals, Endorsements and Cancellations when applicable

• Sends and tracks payment invoices to clients when applicable

• Handles Premium Finance process

Agency Management system

• Uses computers and agency database to enter, access, and retrieve information

• Edits, reviews and maintain records of customer’s interactions and transactions, recording details of policies, correspondence, and inquiries

• Utilizes Epic management system for managing all assigned work

• Sets activities on all duties that need to be completed

Client Servicing and Communication

• Confers with customers via telephone, email, letters and in person

• Composes business correspondence via letter and email

• Answers all business phone calls as soon as possible, changes voice mail as needed

• Examines documents and all related correspondence for completeness and accuracy

• Obtains information from customers and maintain activity records of all interactions

• Covers emergency duties when other Commercial Account Manager is out of the office

Other duties as assigned

Knowledge, Skills and Abilities:

• Must be an assertive self –starter with effective presentation skills through both verbal and written communications
• Must be able to work in a fast-paced, multi-tasking environment

Requirements:

• P&C license

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.