Account Manager

Acrisure; Costa Mesa (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Physical Wellness benefits

Dental and vision insurance

401(k) with immediate vesting

HSA/FSA options

Parental leave policy

Wellness resources

Calm app subscription

Job summary

Acrisure, a global fintech leader in the insurance space, is seeking a Commercial Lines Large Account Manager in California. You'll manage policy maintenance, service mid-to-large accounts, and build strong client relationships while driving retention and profitable growth.

Responsibilities include collaborating with client advisors, reviewing exposures, marketing, quoting, and preparing proposals from risk and insurance perspectives. On-site presence required.

Qualifications

• Excellent verbal and written communication with grammar and punctuation.
• Strong accounting or math skills.
• High critical thinking and problem solving.
• Attention to detail with low error rate.
• Adapt to changing priorities in a fast-paced environment.
• Proficient with MS Office and related tech.
• Knowledge of Agency Management Systems: Applied Epica, etc.

Responsibilities

• Establish and maintain strong client relationships and support account updates.
• Review exposures and insurance programs to select best carrier.
• Market, quote, and prepare client proposals from risk and insurance perspectives.
• Provide day-to-day service and timely responses to client questions.
• Monitor carrier activities and complete account reviews.
• Seek referrals and support cross-selling across lines.
• Maintain confidentiality of client records.

Skills

Verbal communication

Written communication

Accounting/math skills

Critical thinking

Attention to detail

Adaptability

MS Office proficiency

Agency Management Systems

Education

Bachelor's degree or equivalent in related field

Tools

Applied Epica

Job description

Job Description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringingcutting-edgetechnology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

About The Role

The Commercial Lines Large Account Manager will havea primaryresponsibility for policy maintenance and service of an assignedportionof accounts. Maintaina high levelof client retention by managing the day-to-day service needs of our clients and constantlyworktoward strong client relationships. Market and service accountsin accordance withthe platformobjectivesand procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactiveaccount rounding, up-selling of limits/coveragesand by providing extraordinary client service.

Responsibilities:

• Establish andmaintainsa strong relationship andassiststhe client advisors in making decisions on account updates and coverage for accounts ranging from mid-size to large accounts with moderate complexities.
• Collaborate with the client advisor to review exposures and insurance programs for assigned clients,determineif carrier is the best fit for the client while considering coverage, protection, and cost.
• Collaborate with client advisors to market, quote, and prepare the proposal for the client from botha riskmanagement and insurance prospective to decide upon the “best” way to manage the customer’s risk.
• Provide day-to-day service,anticipatecustomer’s needs, and respond to client issues/questionsin a timely manner.
• Handles initial report of claims andfollowingup to ensure that the claim is properly progressing, andcustomer’sneeds arebeing met.
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.).
• Complete account reviews.
• Attempt to round-out each customer’s insurance portfolio including, the solicitation ofadditionalcommercial and personallinesinsurance where applicable andmaintaincustomer recordsin accordance withprocedures.
• Keeps customers up to date on “pending changes” in the insurance world that mayimpacttheir insurance coverage.
• Assistsor completes other tasks as directed by platform management.
• Providetimely, professional,accuratecommunication to client, team, and carrier representatives.
• Keep andmaintainconfidentiality of client records and communication.
• Seeks referrals from clients and follows through to help generate new business.
• Refers current and prospective clients toBenefitsDepartment and Personal Insurance for solicitation of those lines of business.
• Coach and mentor junior members of the commerciallines,may leadteammeetings and initiatives.
• Comply withagency standards, policies, and procedures.

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

Requirements:

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must havea high levelof understanding accounting or strong math skills.
• High degree of critical thinking; ability toproblem solvewhen the answer is not readilyapparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well tochange indirection and priority in a fast-paced environment.
• Ability todemonstrateadvanced levelproficiencywith a variety oftechnologyincluding MS Office
• Knowledge of Agency Management Systems; Applied Epica plus.
• Able to function independently and as part of a team.
• Complies withcontinuing education requirements for agent licensing as well as professional designations.
• Keeps informedregardingindustry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Education/Experience:

• Bachelor’s degree’sdegree and/or 3+ years commercial insurance experience or recognized equivalent isrequired.
• Hold andmaintainappropriate stateProperty and Casualty Insurance
• Initiate, obtain, andmaintain(CISR elite, CIC, or other advanced designations).

Pay Details

The base compensation range for this position is $75,000 - $90,000. This range reflects Acrisure’s good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer.

We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail]

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents:

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy

Recruitment Fraud:

Please visit here to learn more about our Recruitment Fraud Notice

Welcome, your new opportunity awaits you.