Senior Account Manager, Commercial Lines
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Pensacola • Florida • United States
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Job Level
About the role
- Assists clients with coverage changes in automated environment supported by an imaging system
- Determines whether delayed or advanced billing is appropriate and invoices accordingly
- 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)
- Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed
- 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
- 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 and to Personal Lines for solicitation of those lines of business
- Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s)
- Attends client meetings at their locations as necessary
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
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 auditsinsurance plan designproposal preparationclient documentationcoverage changesrenewal managementtechnical supportapplication processing
Soft skills
client educationcommunicationorganizational skillsattention to detailproblem-solvinginterpersonal skillstime managementcustomer servicecollaborationfollow-up
Certifications
P&C 2-20 license