Account Manager - Construction

Acrisure, LLC; San Diego (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Acrisure, LLC, a global platform, seeks a Commercial Lines Large Account Manager to maintain policy upkeep and service for a portfolio of mid-size to large accounts, focusing on high client retention and long-term relationships. You will collaborate with client advisors to review exposures, market and quote appropriately, and handle day-to-day service and confidential communications.

Join a team committed to proactive risk management, strong client relationships, and growth, with opportunities

Qualifications

• Strong written and verbal communication skills.
• Solid math and accounting understanding.
• Detail-oriented with high accuracy in work output.

Responsibilities

• Maintain and service accounts with mid-size to large complexities.
• Collaborate with client advisors to review exposures and select best carriers.
• Market, quote, and prepare proposals from risk management perspective.
• Provide day-to-day service and timely responses to client inquiries.

Skills

Communication skills

Math skills

Attention to detail

MS Office

Education

Bachelor’s degree

P&C licenses/designations

Tools

Applied Epic

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology 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 billion and 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 have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages and by providing extraordinary client service.

Responsibilities

• Establish and maintain a strong relationship and assist the 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, determine if 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 both a risk management and insurance prospective to decide upon the best way to manage the customer's risk.
• Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner.
• Handle initial report of claims and follow up to ensure that the claim is properly progressing, and customer’s needs are being 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 of additional commercial and personal lines insurance where applicable and maintain customer records in accordance with procedures.
• Keep customers up to date on pending changes in the insurance world that may impact their insurance coverage.
• Assist or complete other tasks as directed by platform management.
• Provide timely, professional, accurate communication to client, team, and carrier representatives.
• Keep and maintain confidentiality of client records and communication.
• Seek referrals from clients and follow through to help generate new business.
• Refer current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
• Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
• Comply with agency standards, policies, and procedures.

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office Knowledge of Agency Management Systems; Applied Epic a plus.
• Able to function independently and as part of a team.
• Complies with continuing education requirements for agent licensing as well as professional designations.
• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Education & Experience

• Bachelor’s degree and/or 3+ years commercial insurance experience or recognized equivalent is required.
• Hold and maintain appropriate state Property and Casualty Insurance Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations).

Pay Details

The base compensation range for this position is $75,000 - $100,000. 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

• 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!

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Equal Opportunity Employer

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.

Welcome, your new opportunity awaits you.

There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us.

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.