Job Description

Job Title: Commercial Account Manager

Agency/Platform: ProCo Insurance Services

Location: Campbell, CA

Job Summary:

This is a critical position in our firm that gives an experienced Commercial Account Manager an opportunity to utilize a vast array of skills, develop new knowledge and grow in their career. The Commercial Account Manager performs a wide variety of administrative functions and provides support to our clients, sales and service team.

Responsibilities

• Leading the day to day client service delivery efforts on specified accounts, including: counseling clients on interim insurance coverage changes, fielding phone calls and creating email and other client correspondence, completing policy changes and ensuring they are invoiced appropriately

• Review client insurance policies to confirm accuracy in rating, type(s) of coverages, and forms

• Review contracts and agreements as requested by clients in coordination with Producer/Account Executive and make coverage recommendations that ensure compliance with specific contracts or agreements

• Verify carrier quotes for accuracy, request changes when needed and negotiate coverage changes if needed

• Prepare and evaluate Summaries of Insurance schedules and proposals

• Consult with clients and Account Executives to develop appropriate new account coverage marketing and placement strategies utilizing internal and external resources as necessary.

• Assist the Business Development Coordinator with new business marketing and placements processes

• Manage the execution of all aspects of the client account renewal process

• Review and analyze policies upon receipt from carriers, coordinate with Account Executive and carriers for processing of any necessary changes or corrections and ensure policies are delivered to clients with an appropriate policy summary

• Confirm work completed by ResourcePro is done so in an accurately and timely manner

• Ensure timely issuance and accuracy of billing, premium allocations, premium finance agreements, etc.

• Ensure file documentation is consistent with the organization’s standard policies and practices

• Review all account receivable statements and partner with Account Executive in resolving collection items and/or accounting system errors

• Verify accuracy of direct bill cancellations and taking corrective action when necessary

• Train Assistant Account Managers on procedures and agency management system

• Keep abreast of industry information, new product offerings, coverage changes and technology changes in an effort to continuously improve your knowledge

Accountabilities

• Interact with others effectively by utilizing oral and written communications.

• Provide accurate and timely information to those you are charged with supporting

• Promptly respond to written and oral communication

• Process changes consistent with the requirements of the Commercial Insurance Procedures Manual

• Keep client agency management system data updated by entering new data and documenting actions taken on behalf of clients

Knowledge, Skills and Abilities

• Minimum of 5 years of insurance experience

• Minimum of 1 year of experience at an insurance agency/brokerage

• Hold an active Property and Casualty license

• College education preferred, but not required

• Demonstrate excellent oral and written communication skills

• Excellent organizational skills

• Ability to operate various computer programs (Microsoft Office Suite, Agency Management

• Systems, etc.)

• Ability to add, subtract, multiply and divide whole numbers and complete simple calculations

• involving decimals and fractions with accuracy.

• Ability to process written materials visually.

• Ability to lift up to 25 lbs, bend, kneel, or stand as required to operate usual and customary

• office equipment.

• Ability to drive within 10 mile radius to deliver, pick-up or run routine errands as necessary for

• daily business operations.

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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.