About the Role
The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.
Responsibilities
- Manages overall team operations, client coordination, and customer service delivery, including coordinating, coaching, and prioritizing assistance with Account Associates, and reviewing workload.
- Leverages expertise in client services, insurance processing, and customer experience to develop, coach, and assist team members.
- Assists Producers and Account Executives with client service commitments.
- Ensures service standards are met, trends are identified, and process improvements are implemented.
- Functions as the day-to-day customer contact, focusing on troubleshooting issues and helping clients make informed decisions.
- Manages new business and renewal processes, and oversees day-to-day client changes.
- Accountable for client service delivery through high client retention, account rounding, referrals, and uneventful renewals.
- Ensures pre-renewal information is sent out within service standards and follows up with clients and insurance markets for timely responses and quotes.
- Manages renewal marketing plans with Producers and Service Teams, ensuring team awareness and execution.
- Creates accurate proposals/deliverables for Producers and Service Teams for client renewal meetings.
- Reviews quotes for accuracy against supporting documents and negotiates coverage/price with underwriters.
- Quickly and accurately completes renewal bind processes and checklists, ensuring all aspects are completed and documented.
- Ensures accurate file documentation to minimize E&O exposure and enable quick client request responses.
Requirements
- Ability to work toward professional designation.
- Comfortable in an electronic environment with strong computer skills.
- 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.
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Location
- On-site
Work Type
- On-site
Experience Level
- A minimum of 5 years' experience within the insurance industry or business-related experience
Education Level
- High school diploma (college preferred)
- Bachelor’s Degree in a Business or related field OR equivalent relevant 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
About the Company
- At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
- Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Equal Opportunity
- Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
