Account Manager, Commercial Lines (Hybrid)

Acrisure; Ontario (OR); Hybrid; USD 50,000 - 90,000; Full time

Job summary

Join a fast-growing fintech leader as an Account Manager in a hybrid role, where you'll be the primary contact for clients, developing coverage strategies and ensuring top-notch service. This position offers the opportunity to work with a collaborative team dedicated to providing exceptional insurance solutions. You'll engage in daily account management tasks, respond to client needs, and maintain accurate records in a dynamic environment. If you're passionate about insurance and looking for a role that promotes growth and development, this opportunity is perfect for you.

Benefits

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Opportunities for Growth

Parental Leave

Generous time away

Qualifications

• Active Property & Casualty License required.
• Minimum 2 years of experience in commercial lines.
• Strong organizational and communication skills.

Responsibilities

• Service accounts, including transactions like quotes and policy issues.
• Respond to client inquiries and maintain client data accuracy.
• Develop coverage strategies and assist other departments.

Skills

Organizational Skills

Communication Skills

Mathematical Skills

Problem Solving

Insurance Knowledge

Education

High School Diploma

Associate Degree

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Applied Systems / EPIC

Job description

Account Manager, Commercial Lines (Hybrid)

Job Title: Account Manager, Commercial Lines

Job Schedule: Hybrid from an office located in the following states: CO, ID, UT, OR

****P&C License Required*****

About Us:

Acrisure’s Northwest 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 Northwest 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.

Job Summary:

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors; they develop coverage strategies and plans with occasional guidance or direct supervision.

Responsibilities:

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Develop coverage strategies and plans as necessary.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download, and interface technology.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keep Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments as assigned including back-up duties.

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

Requirements:

• Active Property & Casualty License Required.
• Strong organizational skills- ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication skills as well as strong interpersonal skills.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram, or schedule form.
• Applied Systems / EPIC experience a plus.
• Knows and applies principles of insurance to everyday situations.

Education/Experience:

• High School diploma required, Associate Degree or higher preferred.
• Minimum of 2 years of experience in commercial lines.
• CPCU or special training course completion a plus.

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Opportunities for Growth
• Parental Leave
• Generous time away

Posted compensation range for Colorado and Washington applicants.

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.

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.

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.