Hybrid Senior Account Manager, Insurance – Large Construction

at Acrisure

• Job title: Senior Account Manager, Insurance – Large Construction
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Pensacola, United States

About the role

• Senior Account Manager supporting Large Construction clientele at Acrisure, a global fintech leader. Collaborating with teams to manage client accounts and ensure coverage needs are met in Florida.

Responsibilities

• Assists clients with making coverage changes in an automated environment supported by imaging system
• Determines if delayed or advanced billing is appropriate and invoice's accordingly
• Uses each contact with the client as an opportunity to review the whole account, round it and market
• 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
• 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 other related items
• Verifies their accuracy
• Prepares summaries of insurance, schedules and proposals as needed for account review
• Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities in coordination with the producer(s)
• Renews policies following agency standards
• Verifies each renewal's accuracy; ensures that all renewals are produced
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
• Maintains and updates electronic and client activity files
• Processes incoming mail requests, responding promptly and appropriately
• Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed
• 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
• Maintains agency in financial equity whenever possible
• Leaves good documentation of all contacts
• Refers current and prospective clients to Life/Benefits Department and to Personal Lines for solicitation of those lines of business
• Assists in design of or independently designs insurance plans for clients as assigned and directed by the agency management or Producer
• Assists or completes other tasks as directed by agency management or Producer
• Attends meetings with Clients at their location as necessary
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency
• Performs technical tasks to expedite client services.

Requirements

• Seven (7) or more years experience in a Commercial Lines Account Manager position supporting Complex, Large Construction clientele within the state of Florida required
• Applied Epic proficiency required
• CIC or CRIS designations, preferred
• Must have an active P&C 2-20 License
• Full knowledge of insurance products and usage
• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists
• Full knowledge of insurance markets and reference to markets
• Ability to carry out complex tasks with concrete and abstract variables
• Excellent computer skills needed and must understand functionality
• Functional Technical Skills - has functional and technical ability to do job at high level of accomplishment
• Informing - provides information so that decisions can be made on a timely basis with accuracy
• Time Management - uses time effectively and efficiently, concentrates efforts on more important priorities
• Quantity of Output - amount of work is expected to meet goals on regular basis
• Quality of Work Output - is with few errors with little rework
• Ability to communicate fluently in English in all oral and written communications with others
• Ability to understand written and oral communication and interpret abstract information
• Must have strong critical thinking skills.

Benefits

• Competitive compensation
• Generous vacation policy, paid holidays, and paid sick time
• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Company-paid Employee Assistance Program (EAP) and Calm App subscription
• Employee-paid Pet Insurance and optional supplemental insurance coverage
• Vested 401(k) with company match and financial wellness programs
• Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
• Paid maternity leave, paid paternity leave, and fertility benefits
• Career growth and learning opportunities