Location: Plattsburgh,NY, USA
Job Description
Job Title: Commercial Lines Account Manager
Platform: New England Platform
About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
We offer excellent compensation and a very desirable benefit package that includes, but is not limited to medical, dental and vision coverages, tuition reimbursement and tuition forgiveness, and a generous amount of paid time off. Additionally, we are supportive of work-life balance and offers flexibility to work from home with a hybrid schedule for most positions.
Essential Duties and Responsibilities:
* Provides primarily in-house customer service to clients as assigned and requested.
* Will accompany Client Advisor, as requested, to client office. May go to client's office in place of Client Advisor.
* Works in partnership with and support of Client Advisor as they ascertain the client needs and set up account management strategy and/or focus plan for the account.
* Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
* Proactively informs Client Advisor of relevant changes and updates that materially affect overall client management strategy.
* Review aged receivables and manage notices of cancellation per agency procedures.
* Review aged receivables and manage notices of cancellation per agency procedures.
* In accordance with the client management strategy, regularly review current coverage, recommend changes in coverage or markets, and actively solicit increase in coverage or rounding out of account.
* Prepare proposals, schedules of insurance and recommendations for clients.
* Review with Client Advisors as needed and invoice all billed audits. Follow company direction and agency guidelines for disputed audits.
* Prepare quotes, proposals, applications, and supplemental forms for timely and complete submission to carriers for new or renewal accounts as directed by the Client Advisor.
* Competently and confidently discuss policy changes and coverage issues with underwriters while advocating on the client's behalf.
* Initiate renewal reviews with Client Advisor and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues.
* Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.
* Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.
* Remarketing of a renewal to provide best option(s) available to client in current market conditions.
* Receive, review, and manage cancellations and act to save accounts as appropriate. Determine necessary action and notify Client Advisor as necessary.
* Maintains client accounts on agency automation system, documents conversations, properly attaches documents in Agency Management System, sends confirmations to insured's and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.
* In conjunction with Manager/Coordinator of Business Insurance, coach, and mentor team members in their professional development. Support and implement strategies to accomplish the agency mission and initiatives.
* All work is executed in a manner to avoid potential E&O issues. Immediately notifies management of any potential E&O issues.
Miscellaneous:
* Actively pursue relevant CE courses and achievement of a designation by the end of year three.
* Participate in seminars and other training for knowledge and skill development.
* Some training of other employees may be required.
* Provide backup in other areas as assigned.
* Perform other duties and special projects at Management's request.
* Help develop efficiencies in automation in a paperless environment reducing or eliminating paper flow.
* Stay abreast of trends, products, pricing, and competitive markets. Have working knowledge of all agency and company changes procedures.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
* High School Diploma or the recognized equivalent is required
* Minimum 3+ years' experience in Commercial Property & Casualty Insurance or similar role, required
* Vermont Property & Casualty Insurance Producer's License Required
Technology Skills:
* Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
* Applied Epic Agency Management experience preferred but not required.
Other Qualifications:
* Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff
* Must have the skills to orally and in writing communicate issues, requests, and general information clearly to all involved parties as needed
* Must have the ability to read, understand, and interpret policy language, change requests, claims, loss experiences and quotes
* Self-motivated and driven
* Demonstrate effective problem solving with minimal assistance
* Demonstrates excellent time management and prioritization skills
* Attention to detail and commitment to a high level of accuracy
* The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
* Ability to maintain a professional demeanor and positive attitude
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Moderate stress due to regular deadlines and daily challenges
* High finger dexterity while typing documents and forms
* Occasionally lift up to 20lbs.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Work is done in a temperature-controlled, non-smoking office.
* The noise level in the work environment is usually moderate
* This position can be a hybrid position (office and home)
* Fully remote candidates located in EST will be considered
Pay Details:
Annual Salary: $65,000 - $85,000
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. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
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. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.
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.