Acrisure

Senior Account Manager

Acrisure

full-time

Posted on:

Location Type: Office

Location: Columbia • Montana • United States

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Job Level

Senior

About the role

  • Manages the overall team operations, client coordination, and customer service delivery
  • Coordinating, coaching, and prioritization assistance with Account Associates
  • 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, troubleshooting issues and helping clients make well-informed decisions that position them 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 standards and follows up with clients for timely response on pre-renewal information and insurance markets for timely quotes
  • Manages renewal marketing plan with Producers and Service Teams, ensuring the team is aware of the plan and it is executed
  • Creates accurate proposals for Producers and Service Teams to utilize at client renewal meetings
  • Reviews quotes for accuracy against supporting documents and negotiates additional coverage/price with the underwriter
  • Completes the renewal bind processes and checklist accurately and ensures documentation within the file minimizes E&O exposure and allows quick responses 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
  • Strong computer skills and experience in an electronic environment
  • 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 a minimum of 5 years' experience within the insurance industry or business-related experience
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 & Tools
insurance processingclient service deliveryproposal creationquote negotiationrenewal marketing plan managementE&O exposure minimizationclient retention strategiesaccount roundingcustomer experience improvementtroubleshooting
Soft Skills
coachingteam coordinationprioritizationcommunicationorganizational skillsattention to detailpeople skillsclient relationship managementproblem-solvingdecision-making
Certifications
Insurance License in Health & Lifeprofessional designation