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About the Role
We are seeking a Commercial Lines Real Estate Account Manager to join our team. This role is pivotal in aiding real estate clients with service needs and making changes to existing accounts, requiring specific service and marketing responsibilities. The position supports sales teams in obtaining new clients and retaining existing ones by providing necessary service support.
Responsibilities
- Interact with clients to address all servicing needs.
- Process policies, endorsements, and audits.
- Enter policy data into our client management system.
- Order loss runs for re-marketing accounts.
- Become proficient in carrier websites for quoting when remarketing an account or adding additional lines of coverage.
- Keep desk and files organized at all times.
- Perform superior customer service at all times.
- Properly utilize the management system to keep track of all pending items.
- Communicate with carriers for all underwriting matters, audits, endorsements, and carrier recommendations.
- Expedite certificates of insurance if CSR team is short staffed and client needs immediately.
- Run MVRs and update driver lists when required.
- Prepare renewal rating quotes based on applications.
- Process and issue binders.
- Attend agency and department meetings as well as training/education classes and sessions.
Requirements
- Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job.
- Commercial insurance real estate experience highly preferred.
- Strong organizational skills with the ability to prioritize and be proactive.
- Excellent verbal and written communication skills as well as strong interpersonal skills.
- Computer skills, specifically Microsoft Word, Outlook and Excel.
- Applied Systems / EPIC experience a plus.
Location
- On-site
Work Type
- On-site
Experience Level
- Minimum of 3 years of experience in Commercial Lines
Education Level
- High School diploma required
- Associate Degree or higher preferred
Salary/Compensations
- $70,000 - $90,000
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
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
About the Company
- 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.
- 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.
- Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
- California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
- Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.