Senior Commercial Insurance Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Jupiter • Florida • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Assists clients with coverage changes in an automated environment supported by an imaging system
- Determines whether delayed or advanced billing is appropriate and invoices accordingly
- Uses each client contact as an opportunity to review the entire account, round it out, and market as needed
- Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs
- Provides technical support to producer(s) to benefit clients and support the 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 related items, verifying their accuracy
- Prepares summaries of insurance, schedules, and proposals as needed for account reviews
- Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s)
- Renews policies following agency standards; verifies each renewal’s accuracy and ensures all renewals are produced
- Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed
- Maintains and updates electronic and client activity files
- Verifies policy and policy change information, facilitating corrections when necessary
- Processes incoming mail requests, responding promptly and appropriately
- Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed
- Uses the agency credit and collection policy when invoicing and pursuing prompt payments
- Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible
- Leaves accurate documentation of all contacts
- Refers current and prospective clients to the Life/Benefits Department
- Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s)
- Assists with or completes other tasks as directed by agency management or producer(s)
- Attends client meetings at their locations 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
- Stays informed regarding industry trends, new products, legislation, coverages, and technology to continuously improve knowledge and performance
- Interacts effectively with others by utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve agency business goals
- Performs technical tasks to expedite client services
- Performs other duties as assigned.
Requirements
- 5+ years’ experience as a Commercial Lines Account Manager supporting complex, large construction clientele within Florida
- Applied Epic proficiency
- Active P&C 2-20 license
- Full knowledge of insurance products, markets, and usage
- Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists
- High school diploma or equivalent
- CIC or CRIS designations
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance productsbilling procedurespolicy managementaccount managementtechnical supportproposal preparationpolicy auditingclient documentationcancellation processinginsurance plan design
Soft skills
communication skillsclient relationship managementworkflow managementproblem-solvingorganizational skillsteam collaborationcustomer serviceattention to detailtime managementadaptability
Certifications
P&C 2-20 licenseCICCRIS