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About the Role
The Commercial Lines Large Account Manager will be primarily responsible for policy maintenance and service of an assigned portion of accounts. The role focuses on maintaining a high level of client retention by managing day-to-day service needs and fostering strong client relationships. This position involves marketing and servicing accounts according to platform objectives and contributing to profitable growth through retention, renewal goals, account rounding, up-selling, and exceptional client service.
Responsibilities
- Establish and maintain strong relationships and assist client advisors in decision-making for account updates and coverage for mid-size to large accounts with moderate complexities.
- Collaborate with client advisors to review client exposures and insurance programs, determining the best carrier fit based on coverage, protection, and cost.
- Partner with client advisors to market, quote, and prepare proposals from a risk management and insurance perspective to determine the optimal risk management strategy.
- Provide day-to-day service, anticipate client needs, and respond to issues/questions promptly.
- Handle initial claim reports and follow up to ensure proper progression and client satisfaction.
- Monitor carrier activities to ensure fulfillment of responsibilities to the customer.
- Complete account reviews.
- Round out customer insurance portfolios by soliciting additional commercial and personal lines insurance where applicable and maintain customer records.
- Keep clients informed about changes in the insurance world that may impact their coverage.
- Assist with or complete other tasks as directed by platform management.
- Provide timely, professional, and accurate communication to clients, teams, and carrier representatives.
- Maintain confidentiality of client records and communication.
- Seek client referrals and follow through to generate new business.
- Refer current and prospective clients to the Benefits Department and Personal Insurance for solicitation.
- Coach and mentor junior members of the commercial lines team, potentially leading team meetings and initiatives.
- Comply with agency standards, policies, and procedures.
Requirements
- Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation.
- High level of understanding of accounting or strong math skills.
- High degree of critical thinking and problem-solving ability.
- Demonstrated attention to detail, producing outcomes with minimal errors.
- Ability to adapt to changing direction and priorities in a fast-paced environment.
- Advanced proficiency with various technologies, including MS Office.
- Knowledge of Agency Management Systems; Applied Epic is a plus.
- Ability to function independently and as part of a team.
- Compliance with continuing education requirements for agent licensing and professional designations.
- Stay informed regarding industry information, new production, coverages, and technology.
Location
- On-site
Work Type
- Full-time
Experience Level
- 3+ years commercial insurance experience
Education Level
- Bachelor's degree
- Appropriate state Property and Casualty Insurance license
- CISR elite, CIC, or other advanced designations
Salary/Compensations
- $75,000 - $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.
- 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.
- 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.