Commercial Lines Account Manager supporting clients with insurance servicing needs at Acrisure. Interacting with clients and processing policies to ensure smooth operations.
Responsibilities
Interact with clients to address all servicing needs.
Processing of policies, endorsements, and audits.
Enter policy data into our client management system.
Order loss runs for re-marketing accounts.
Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage.
Keep your desk and files organized at all times.
Perform superior customer service at all times.
Properly utilize the management system to keep track of all pending items.
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
Expedite certificates of insurance if CSR team is short staffed and client needs immediately.
Run MVRs and update driver lists when required.
Prepare renewal rating quotes, based on applications.
Process and issue binders.
Attend agency and department meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)
Requirements
Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required
Active Property and Casualty License required
Strong organizational skills- ability to prioritize and be proactive
Excellent verbal and written communication skills as well as strong interpersonal skills
Computer skills, specifically Microsoft Word, Outlook and Excel
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
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