Identify and recommend additional lines of coverage or enhancements in coordination with the sales and placement teams.
Prepare proposal of coverage options to sales team for presentation.
Prepare premium finance contracts and company financing as needed.
Prepare loss history: Request loss runs from companies and complete loss summary as needed.
Maintain Certificate of Insurance List and create master template for COI's.
Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes.
Review company audits for accuracy, invoice and follow up on additional premiums as required (refer to workflows/procedures).
Process policy changes and/or endorsements to carriers/customers
Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding.
Assist in the cross-sell and rounding out of accounts.
Develop and maintain client relationships.
Consulting with clients regarding their total cost of risk.
Provide solutions and Acrisure service recommendations to clients to address their business and insurance needs.
Maintain complete and accurate client and policy information in agency management system(s).
Perform other duties as required and/or assigned.
Requirements
Ability to effectively communicate in both verbal and written formats, externally and internally.
Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.
Ability to author routine reports and correspondence.
Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.
Ability to anticipate and solve practical problems or resolve issues.
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
Strong attention to detail and good proofreading skills.
Excellent skills in reliability, initiative, and stress tolerance.
Ability to perform in a professional appearance and manner.
Minimum 7 years of experience in Property & Casualty Insurance, preferably in a similar role supporting large commercial accounts, with at least 3 years in agency roles preferred
Applied Epic experience preferred
#LI-LR1
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible schedule
Additional Information
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
Acrisure is seeking an experienced Senior Account Manager to join our growing team in Gatesville, TX.
Acrisure · 1107 E Main St - Gatesville, TX