Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly. Uses each client contact as an opportunity to review the entire account and round it out.
Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs.
Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals.
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 other related items; verifies their accuracy.
Retention:
Prepares summaries of insurance, schedules and proposals as needed for account review.
Maintains and updates electronic and client activity files.
Verifies policy and policy change information, facilitating corrections when necessary.
Processes incoming mail requests, responding promptly and appropriately.
Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
Uses agency credit and collection policy in invoicing and pursuing prompt payments
Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
Personal and Organizational Development:
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains a cordial and effective relationship with clients, co-workers, and other business contacts.
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Interacts with other effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Performs technical tasks to expedite client services.
Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change.
Education and Experience Requirements:
Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years
Must have an active P&C License
Experience using Applied Epic is required.
#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.
... and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entit
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock options
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 Account Manager to join our growing team in small to middle market commercial lines in our Austin, TX office.
Acrisure · 4601 Spicewood Springs Road Bldg 2 Suite 200 - Austin, TX