Sr. Account Manager

Acrisure; Costa Mesa (CA); Sur place; USD 60 000 - 100 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401(k)

HSA / FSA

Paid time off

EAP

Calm app

Résumé du poste

Acrisure, a global fintech leader, seeks a Commercial Lines Large Account Manager in California to maintain policy service for assigned accounts and drive client retention. You will work with client advisors to review exposures, market programs, and prepare competitive proposals while delivering exceptional service.

You will coordinate with teams to ensure timely responses, renewals, and up-selling opportunities, and contribute to profitable growth with strong relationships and industry

Qualifications

• Demonstrated verbal and written communication skills with proper grammar and punctuation.
• Strong math or accounting understanding.
• High critical thinking and problem-solving abilities.
• Attention to detail with minimal errors.
• Ability to adapt to fast-changing priorities.
• Proficiency with MS Office and related software.
• Knowledge of Agency Management Systems; Applied Epic is a plus.
• Ability to work independently and in a team.

Responsabilités

• Maintain relationships and service for mid-size to large accounts.
• Review exposures and insurance programs to determine best carrier fit.
• Market, quote, and prepare proposals for risk management decisions.
• Provide day-to-day service and timely responses to client questions.
• Handle initial claim reports and monitor progress with clients.
• Monitor carrier activities and policy endorsements.
• Complete account reviews and explore opportunity rounding.
• Solicit additional lines to broaden insurance portfolios where applicable.
• Keep clients informed about changes in the insurance landscape.
• Cooperate with platform management and mentor junior staff.

Connaissances

Communication

Math skills

Critical thinking

Attention to detail

Adaptability

MS Office

Applied Epic

Teamwork

Formation

Bachelor's degree

3+ years commercial insurance experience

Property & Casualty license

CISR elite / CIC designations

Outils

Applied Epic

Description du poste

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.

Job Description

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

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’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 $60,000 - $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!

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.

Welcome, your new opportunity awaits you.