Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Commercial Lines Associate Account Manager for Acrisure, serving clients in the Construction industry. Responsible for account management, policy servicing, and claims support.
Responsibilities
- Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures
- Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
- Respond to client inquiries, incoming mail, and company request needs on a timely basis
- Supports and informs coverage plans as necessary
- Insurance marketing and sales
- Collect renewal data on assigned accounts
- Claims support
- Review new/renewal policies and endorsements to ensure items were received as ordered
- Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
- Document all activities in agency management system (Applied Systems / EPIC)
- Understand and utilize upload, download and interface technology
- Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
- Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
- Maintain knowledge of current underwriting requirements of contracted insurance carriers
- Maintain knowledge of policy provisions and any changes in these provisions
- Complete other functions and assignments as assigned including back-up duties
Requirements
- High School diploma required
- Associate Degree or higher preferred
- Active Property & Casualty License
- Strong organizational skills - ability to prioritize and be proactive
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
- Applied Systems / EPIC experience a plus
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity and paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
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