Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.
Providing our clients with an excellent customer service experience is very important to us. Our Account Managers (AMs) are responsible for delivering fast, friendly, and accurate service for our producers and clients.
Coordinating proactive service on renewals, policy delivery, and daily service requests, while adhering to our department policies, workflows and procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who are able to identify and seek out opportunities to enhance the experience of clients and fellow team members.
Essential Duties and Responsibilities:
Promptly field and address client service calls and emails
Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily
Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders)
Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day
Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above
Set up policy change activities in EPIC
Renew policies in EPIC once coverage has been bound
Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team
Utilize Indio for all renewals
Welcome new business clients to Acrisure via telephone and email introductions
Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive “top of the stack” applications to insurance companies for quotes
Large-sized (over $10k in revenue) accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates
Large-sized accounts: Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) to the producer 30 days before expiration for delivery to the insured
Middle-sized accounts: present the renewal to the insured 30 days before the expiration
Bind coverage with carriers, providing subjectivities to them at the time of bind
Complete all tasks in all activities assigned
Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients
Process and deliver new and renewal insurance policies within 30 days of effective date
Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities
Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to Acrisure standards
Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services
Setup and maintain documents for Instant Access (client service portal)
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)
Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information
Speaking (conveying information clearly and effectively) and Group Presentation
Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations
Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar, and punctuation is important)
Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)
Time Management (managing one's own time and respecting the time of others)
Prompt response to all email and voicemail correspondence
Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.
Education and/or Experience:
Minimum of a High School Diploma
Valid California Property/Casualty license
Three+ years of experience in commercial lines
Insurance designation (preferred but not required)
Technology Skills:
PC Computer (including strong typing skills)
EPIC Agency Management System
Microsoft Word, Outlook, including Quick Parts, Excel
Microsoft Internet Explorer/Chrome/Firefox/Edge
Company online rating/service sites
Other Qualifications:
Honest and ethical behavior
Persistence in the face of obstacles
Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)
Dependability (reliable and responsible in keeping commitments, even after the mood the commitment was made in may have passed)
Initiative (willing to take on responsibilities and challenges)
Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)
Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)
Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hybrid office position
Majority of time spent sitting
High level of contact with others via email, phone, Teams/Zoom (online, camera facing, business work attire required)
Occasional meetings with clients, carrier visits/events & team members
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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.