Account Manager, Commercial Lines; Hybrid

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Job Title: Account Manager, Commercial Lines

Job Schedule: Hybrid from an office located in the West Division

• Property & Casualty License Required

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors, developing coverage strategies and planning with occasional guidance or direct supervision.

• Perform daily service on assigned tasks by Producers and/or Account Executives, including:
• Service accounts, including account transactions such as quote and issue policies, , proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Develop coverage strategies and plans as necessary.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download, and interface technology.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
• Keep Producers informed of all important activities on their accounts, including potential problems and management notifications.
• Stay current with industry trends through educational seminars and classes for skill and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Understand policy provisions and any changes.
• Complete other functions and assignments, including back-up duties.

• Active Property & Casualty License Required.
• Strong organizational skills—ability to prioritize and take initiative.
• Proficiency in Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication, along with strong interpersonal skills.
• Mathematical skills for calculating discounts, interest, premiums, etc.
• Reasoning skills to solve problems and interpret instructions.
• Applied Systems / EPIC experience is a plus.
• Understanding and application of insurance principles.

• High School diploma required;
  Associate Degree or higher preferred.
• Minimum 2 years of experience in commercial lines.
• CPCU or specialized training is a plus.

• Competitive Compensation
• Industry-Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Opportunities for Growth
• Parental Leave
• Generous Time Off

Acrisure values diversity and is an equal opportunity employer. For California residents, privacy practices are detailed at