Commercial Lines Account Executive

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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.

Due to experience and technical knowledge, the Account Manager is responsible for handling higher level risk issues with direction from the Client Advisor. The AM is responsible for servicing new and existing clients that generate, on average, generally more than $2,500 in commission or as otherwise assigned. Provide, with a positive attitude, a high level of support in obtaining, maintaining and expanding and servicing business accounts.

Ensure accuracy of new and existing data input in the automation system and perform essential functions per guidelines, procedures, quality and service standards stated by the agency. Marketing activity is required in this position to meet sales, service, retention and quality standards. This position requires direct interaction with clients. Effective communication is a key component in this role. AM should demonstrate leadership amongst their peers and team members and be comfortable delegating work and developing Account Associates.

• Provide customer service to clients as assigned and requested.
• Work with the Client Advisor as they ascertain client needs and set up account management strategy for the account.
• Receive requests for changes to existing coverage and/or new policies. Explain coverage options, make coverage recommendations, request policy changes, handle premium collections, and answer questions and concerns to avoid potential E&O issues.
• Proactively inform the Client Advisor of relevant changes and updates that materially affect overall client management strategy.
• Review aged receivables and manage notices of cancellation per agency procedures.
• In accordance with the client management strategy, regularly review current coverage, recommend changes in coverage or markets, and actively solicit increases in coverage or rounding out of the account.
• Prepare proposals, schedules of insurance and recommendations for clients; prepare quotes, proposals, applications, and supplemental forms for timely submission to carriers for new or renewal accounts as directed by the Client Advisor.
• Competently discuss policy changes and coverage issues with underwriters while advocating on the client’s behalf.
• Initiate renewal reviews with Client Advisor and re-market as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepare summaries of insurance and recommend coverages to avoid potential E&O issues.
• Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.
• Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.
• Remarketing of a renewal to provide best option(s) available to the client in current market conditions.
• Receive, review, and manage cancellations and act to save accounts as appropriate. Determine necessary action and notify the Client Advisor as necessary.
• Maintains client accounts on the agency automation system, documents conversations, attaches documents, sends confirmations, and adheres to all automation procedures. Maintains follow-up and suspense system for outstanding orders and correspondence, and responds to carrier requests in a timely manner.
• In conjunction with Manager/Coordinator of Business Insurance, coach and mentor team members in their professional development. Support and…