Commercial Lines Transportation Account Manager

Acrisure

New Berlin (WI)

On-site

USD 70,000 - 95,000

Full time

5 days ago
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Benefits offered by this job

Physical Wellness
Mental Wellness
Financial Wellness
Family Care

Job summary

Acrisure is seeking a Commercial Lines Transportation Account Manager to join our growing team. You will support the sales force with top-tier client service, renewal management, and coordinated service delivery for transportation accounts.

Ideal candidates will have commercial lines experience, an active Property & Casualty license, and strong organizational and communication skills. This on-site role emphasizes collaboration and cross-functional partnership within our benefits-rich environment.

Qualifications

  • Must have strong organizational skills and be proactive.
  • Excellent verbal and written communication skills.
  • Proficiency with Word, Outlook and Excel; experience with Applied Systems / EPIC is a plus.

Responsibilities

  • Manages overall team operations, client coordination and service delivery.
  • Leads coaching and prioritization with Account Associates and reviews workload.
  • Supports Producers and Account Executives with client service commitments.
  • Ensures service standards, identifies trends, and implements process improvements.
  • Acts as day-to-day client contact to troubleshoot issues and guide decisions.
  • Manages new business and renewal processes and day-to-day client changes.
  • Drives client retention through high-quality service and proactive communication.
  • Follows pre-renewal timelines and communicates with clients and markets.
  • Develops renewal marketing plans with Producers and Service Teams; prepares proposals.
  • Reviews quotes for accuracy and negotiates with underwriters.
  • Completes renewal bind processes and documentation; ensures files are complete.
  • Documents files to minimize E&O exposure and respond to client requests.

Skills

Strong organizational skills
Excellent verbal and written comunic…
Microsoft Word
Outlook
Excel

Education

High School diploma
Associate Degree or higher

Tools

Applied Systems / 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.


Job Summary

We are seeking a Commercial Lines Transportation Account Manager to join our growing team. Our Account Managers are pivotal in aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Must meet service and sales delivery standards and perform essential functions to the quality and service standards developed by Acrisure. The duties and responsibilities of this position are to support the goals, mission and needs of Acrisure. Primarily, this entails providing the sales team with the necessary service support to aid them in obtaining new clients and retaining existing ones.


Responsibilities


  • Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.

  • Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.

  • Assists Producers and Account Executives with Client service commitments.

  • Ensures service standards are met, trends are identified, and process improvements are implemented on the team.

  • Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.

  • Manages the new business and renewal process, as well as oversees day to day client changes.

  • Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals

  • Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.

  • Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.

  • Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter.

  • Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.

  • Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.


Requirements


  • Commercial transportation insurance industry experience required

  • Active Property and Casualty License required

  • Strong organizational skills- ability to prioritize and be proactive

  • Excellent verbal and written communication skills as well as strong interpersonal skills

  • Computer skills, specifically Microsoft Word, Outlook and Excel

  • Applied Systems / EPIC experience a plus


Education and Experience


  • High School diploma required, Associate Degree or higher preferred

  • Minimum of 4 years of experience in Commercial Lines insurance required; Commercial Transportation insurance highly preferred


#LI-LS1
#LI-Hybrid


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 leaves@acrisure.com.


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 Acrisure California Applicant Privacy Policy.


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