Acrisure

Account Manager

Acrisure

full-time

Posted on:

Location Type: Office

Location: New Berlin • Wisconsin • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Manages the overall team operations, client coordination, and customer service delivery.
  • This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
  • Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
  • Assists Producers and Account Executives with Client service commitments.
  • Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
  • Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
  • Manages the new business and renewal process, as well as oversees day to day client changes.
  • Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals
  • Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
  • Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
  • Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
  • Reviews quotes for accuracy against supporting documents.
  • Negotiates additional coverage/price with the underwriter.
  • Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
  • Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.

Requirements

  • Current Insurance License in Health & Life for the state in which your agency office is located.
  • Ability to work toward professional designation.
  • Must be comfortable in an electronic environment with strong computer skills.
  • Strong working knowledge of Word, PowerPoint, and Excel.
  • Excellent people skills and ability to work well in a team environment.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and attention to detail.
  • High school diploma (college preferred)
  • Bachelor’s Degree in a Business or related field OR equivalent relevant experience
  • A minimum of 3 years' experience within the insurance industry or business-related experience
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
  • …and so much more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
insurance processingclient service deliveryproposal creationrenewal marketingnegotiationE&O documentationclient retention strategiesaccount roundingreferral generationrenewal bind processes
Soft skills
coachingteam coordinationtroubleshootingcommunicationorganizational skillsattention to detailclient relationship managementproblem-solvingprioritizationcollaboration
Certifications
Insurance License in Health & Lifeprofessional designation (in progress)