Hybrid Senior Account Manager, Commercial Lines

at Acrisure

• Job title: Senior Account Manager, Commercial Lines
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Pensacola, United States

About the role

• Commercial Lines Senior Account Manager assisting clients with insurance coverage needs in a hybrid role. Focused on large construction clientele and supporting agency’s business goals.

Responsibilities

• Assists clients with coverage changes in automated environment supported by an imaging system
• Determines whether delayed or advanced billing is appropriate and invoices accordingly
• Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs
• Provides technical support to producer(s) to benefit clients and support the agency’s strategic business goals
• Prepares proposals in coordination with producer(s)
• Submits applications to eligible and appropriate carriers
• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies
• Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items, verifying their accuracy
• Prepares summaries of insurance, schedules, and proposals as needed for account reviews
• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s)
• Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed
• Verifies policy and policy change information, facilitating corrections when necessary
• Processes incoming mail requests, responding promptly and appropriately
• Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed
• Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible
• Leaves accurate documentation of all contacts
• Refers current and prospective clients to the Life/Benefits Department and to Personal Lines for solicitation of those lines of business
• Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s)
• Attends client meetings at their locations as necessary

Requirements

• 5+ years’ experience as a Commercial Lines Account Manager supporting complex, large construction clientele within Florida
• Applied Epic proficiency
• Active P&C 2-20 license
• Full knowledge of insurance products, markets, and usage
• Adequate knowledge of rating procedures, coverage, and industry operations

Benefits

• Comprehensive medical insurance, dental insurance, and 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 leave and paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage