Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Worcester • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $100,000 per year
Job Level
Mid-LevelSenior
About the role
- Prepares proposals and applications, submits them to insureds and carriers, obtains clients' signatures on all apps, follows up to ensure timely responses, all in conjunction with requirements
- Provides technical support to Producers (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency's business goals
- Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly
- Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy
- Attends Fund Meetings and acts as liaison
- Visits appropriate clients in person
- Responds to clients' needs by producing binders, certificates, policies and other related items accurately and on time
- Prepares summaries of insurance schedules and proposals for account review
- Remarkets, contacts clients and follows-up in conjunction with producers, renews policies by agency standards
- Handles cancellations with care, legally saving all accounts possible with adherence to E&O guidelines
Requirements
- Strong multi-tasking, organizational, communication & grammatical skills.
- Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints.
- Must be able to work as a team member to achieve department goals and overall company goals.
- Excellent customer service skills, including telephone and listening skills.
- Proficiency with MS Office
- Experience using an Agency Management System (Applied EPIC is preferred)
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
proposal preparationtechnical supportaudit proceduresinsurance schedulingpolicy renewalE&O guidelines
Soft skills
multi-taskingorganizational skillscommunication skillsgrammatical skillsindependenceteamworkcustomer servicetelephone skillslistening skills