Onsite Commercial Lines Account Manager

Posted 1 hour ago

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About the role

  • Account Manager at Acrisure assisting clients with coverage changes in Tampa, FL. Provide technical support for Producer(s) and ensure management of client accounts in an automated environment.

Responsibilities

  • Assists clients with coverage changes in an automated environment supported by an imaging system
  • Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs
  • Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals
  • 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 other related items; verifies their accuracy
  • Prepares summaries of insurance, schedules and proposals as needed for account review
  • Maintains and updates electronic and client activity files
  • Processes incoming mail requests, responding promptly and appropriately
  • Uses agency credit and collection policy in invoicing and pursuing prompt payments
  • Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Requirements

  • Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years
  • Must have an active P&C License
  • Experience using Applied Epic required.

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)
  • Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave
  • Paid paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage

Job title

Commercial Lines Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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