Senior Commercial Lines Account Manager

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Job summary

Acrisure, California-based, is seeking a Commercial Lines Large Account Manager to maintain policies, service assigned accounts, and drive client retention and growth. You will work with client advisors to optimize coverage and pricing, and coordinate with carriers on program design and renewals.

You will deliver proactive service, handle claims follow-up, and ensure accurate communication with clients and partners while upholding confidentiality and compliance with industry standards.

Qualifications

• 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.

Responsibilities

• Establish and maintains a strong relationship and assists 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.
• Handles initial report of claims and following 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.
• Keeps customers up to date on “pending changes” in the insurance world that may impact their insurance coverage.
• Assists or completes 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.
• Seeks referrals from clients and follows through to help generate new business.
• Refers 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.

Skills

Client relationship management

Verbal and written communication

Problem solving

Attention to detail

Team collaboration

MS Office proficiency

Education

Bachelor’s degree

Property and Casualty Insurance license

CISR/CIC or other advanced designations

Tools

Applied Epic

Job description

Acrisure, California-based, is seeking a Commercial Lines Large Account Manager to maintain policies, service assigned accounts, and drive client retention and growth. You will work with client advisors to optimize coverage and pricing, and coordinate with carriers on program design and renewals.

You will deliver proactive service, handle claims follow-up, and ensure accurate communication with clients and partners while upholding confidentiality and compliance with industry standards.