Account Manager in Commercial Banking responsible for credit and non - credit services. Developing client relationships and managing risks by structuring competitive financial solutions while collaborating with a team.
About the role
- Account Manager supporting sales producers for Acrisure's fintech services. Analyzing client needs and coordinating marketing and insurance coverage proposals.
Responsibilities
- Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
- Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
- Reviews and summarizes marketing results and prepares proposals
- Finalizes proposals and presentations in coordination with producers
- Binds insurance coverage and prepares binders and or delegates certificates issuance
- Reviews policies for accuracy and reviews contracts. Prepares summaries and/or schedules of coverage for clients
- Schedules appointments with clients as requested by sales producers
- Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
- Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
- Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
- Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary
- Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.
Requirements
- High School Diploma or the recognized equivalent is required
- Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required
- Active P&C License
- Strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
- Applied Epic Agency Management experience preferred but not required.
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Sales representative responsible for revenue growth in life sciences industry. Building relationships with customers and developing account plans across multiple business units.
Sales Representative focused on expanding market share for BD's Non - Acute and Point of Care segments. Building relationships and driving revenue growth in the healthcare sector.
Account Manager responsible for sales in Applied Markets Division across Scotland and North of England. Building relationships and securing business opportunities with customers in the analytical solutions sector.
Regional Account Manager for Alexion's neurology portfolio. Building relations with healthcare professionals and achieving territory sales goals in California.
Regional Account Manager representing Alexion’s neurology portfolio in California. Building trusted relationships and exceeding territory goals through patient - focused engagement.
Key Account Manager managing customer relationships and negotiations for Ingredion in the dairy market. Focused on profit growth and client satisfaction in a hybrid work environment.
Key Account Manager responsible for managing high - value accounts and driving revenue growth for DTN, focusing on the energy industry and enterprise sales strategies.
Account Manager managing client accounts in energy and refined fuels SaaS solutions. Building relationships, driving growth, and optimizing service delivery while ensuring customer satisfaction.
Account Manager responsible for client success and revenue growth in SaaS energy solutions. Building relationships, identifying opportunities, and ensuring customer satisfaction in the energy sector.