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About the Role
We are seeking a Commercial Lines Real Estate Account Manager to aid real estate clients with service needs and changes to existing accounts. This role requires specific service and marketing responsibilities, and the individual must meet service and sales delivery standards. The primary function is to provide sales teams with necessary service support to acquire new clients and retain existing ones.
Responsibilities
- Interact with clients to address all servicing needs.
- Process policies, endorsements, and audits.
- Enter policy data into the client management system.
- Order loss runs for remarketing accounts.
- Become proficient in carrier websites for quoting when remarketing or adding coverage.
- Maintain organized desk and files.
- Perform superior customer service.
- Properly utilize the management system to track pending items.
- Communicate with carriers for underwriting matters, audits, endorsements, and recommendations.
- Expedite certificates of insurance when the CSR team is short-staffed and client needs are immediate.
- 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 and education classes.
Requirements
- Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of the 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 is a plus.
Skills
- Commercial insurance
- Real estate
- Organizational skills
- Communication skills
- Interpersonal skills
- Microsoft Word
- Microsoft Outlook
- Microsoft Excel
- Applied Systems / EPIC
Location
- On-site
Work Type
- Full-time
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
- Vision insurance
- Life insurance
- 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) options
- 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.
- Acrisure brings cutting-edge technology and top-tier human support together, connecting 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 to equip teams to work at the highest levels possible.
- Acrisure is building more than a business, it’s building a community where people can grow, thrive, and make an impact.
- 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.