Residential Territory Manager focusing on sales for building materials in Charlotte and Spartanburg areas. Building relationships with architects, builders, and installers to achieve sales goals.
About the role
- Senior Account Manager for Acrisure's Large Real Estate/Condo team handling complex commercial accounts. Focusing on client support and operational efficiency in Florida.
Responsibilities
- Perform daily service on assigned task by Client Advisors and/or Account Executives with the agency’s written procedures
- Lead day-to-day service and stewardship of a designated book of large and complex commercial accounts
- Review and analyze policy audits, ensuring accuracy and proactively addressing discrepancies with carriers and clients
- Ensure accuracy and completeness of all policy documents, endorsements, and binders
- Provide expert-level client support, responding promptly to inquiries and service needs
- Issue and manage certificates, endorsements, policies, ID cards, and other coverage documents
- Maintain precise documentation of all client activities, communications, and transactions within the agency management system (Applied EPIC)
- Utilize agency technology platforms to enhance workflow efficiency and accuracy
- Serve as a strategic partner to Producers and Account Executives
- Maintain deep expertise in commercial insurance coverages and policy language
- Support continuous improvement initiatives, including workflow enhancement, training, and cross-functional collaboration
Requirements
- 5+ years experience in the Real Estate/Condo market in the state of Florida required
- Active Commercial Lines Property & Casualty license required
- Strong organizational skills- ability to prioritize and be proactive
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal 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, 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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