Director of Strategic Partnerships, Government Affairs
Glydways
Commercial Insurance Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: San Jose • California, Oregon • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- 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 requests
- 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 specific labeling standards and provide renewal certificate instructions to the cert team
- Utilize Indio for all renewals
- Welcome new business clients via telephone and email introductions
- Market renewals and handle placement of rewrites/round outs by submitting complete, attractive applications to insurance companies for quotes
- For large-sized accounts: prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents
- Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) 30 days before expiration
- Present renewals for middle-sized accounts 30 days before expiration
- Bind coverage with carriers, providing subjectivities at the time of bind
- Complete all tasks in all activities assigned
- Review and manage discrepancies between issued insurance policies and delivered quotes/proposals
- Process and deliver new and renewal insurance policies within 30 days of effective date
- Connect with clients to review and identify coverage changes, enhancements, round out & referral opportunities
- Document EPIC activities with all pertinent coverage communications and attach all correspondence according to Acrisure standards
- Attend insurance company/vendor meetings, trainings, and functions to become familiar with products and services
- Setup and maintain documents for Instant Access (client service portal)
Requirements
- Minimum of a High School Diploma
- Valid CA Property/Casualty license or ability to obtain
- Three+ years of experience in commercial lines
- Insurance designation (preferred but not required)
- 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
- 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
- Honest and ethical behavior
- Persistence in the face of obstacles
- Cooperation (pleasant with others on the job and displaying a good, cooperative attitude)
- Self-control (maintain composure, keeping emotions in check)
- Dependability (reliable and responsible in keeping commitments)
- 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 (daily work is guided by oneself with little supervision)
- Occasionally lift up to 20lbs
Benefits
- Hybrid office position
- There are amazing opportunities for talented people in every part of our business.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance policy managementcommercial lines experiencestrong typing skillscritical thinkingtime managementprofessional correspondencewriting skillsgroup presentationactive listeningdocument management
Soft skills
communicationdependabilityinitiativecooperationself-controlstress tolerancepersistencehonest behaviorindependenceachievement effort
Certifications
High School DiplomaCA Property/Casualty licenseinsurance designation
