Account Manager

About Acrisure 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 insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years Acrisure has grown from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries.

We build on entrepreneurial spirit and prioritize leadership, accountability, and collaboration to equip teams to work at the highest levels possible.

• Manage overall team operations, client coordination, and customer service delivery, including coaching and prioritization assistance with Account Associates.
• Leverage knowledge in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
• Assist Producers and Account Executives with client service commitments.
• Ensure service standards are met, identify trends, and implement process improvements.
• Serve as the day‑to‑day customer contact, troubleshooting issues and helping the client make well‑informed decisions.
• Manage new business and renewal processes, and oversee day‑to‑day client changes.
• Accountable for client service delivery through high retention, account rounding, referrals, and uneventful renewals.
• Ensure pre‑renewal information is sent within service standard and follow up with clients for timely response; coordinate timely quotes with markets.
• Manage renewal marketing plan with Producers and Service Teams, ensuring awareness and execution; create accurate proposals for renewals.
• Review quotes for accuracy against supporting documents and negotiate additional coverage/price with underwriters.
• Complete renewal bind processes and checklist, ensuring all components are documented within the file.
• Ensure accurate file documentation to minimize E&O exposure and enable quick client response.

• Current Health & Life insurance license in the state where your agency office is located.
• Ability to work toward a professional designation.
• Comfortable in an electronic environment with strong computer skills.
• Strong working knowledge of Word, PowerPoint, and Excel.
• Excellent people skills and ability to work well in a team environment.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.

• High school diploma (college preferred).
• Bachelor’s Degree in a Business or related field, or equivalent relevant experience.
• A minimum of 5 years’ experience within the insurance industry or business‑related experience.

• Position involves long periods of remaining stationary, whether seated or standing.
• Must have access to reliable transportation; some travel may be required.
• Frequent and extended screen exposure and a large amount of typing.

• Competitive Compensation
• Industry‑Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Hybrid work option
• Opportunities for growth
• Parental Leave
• Generous time away

Acrisure is committed to making an impact in communities by supporting children’s health with Helen DeVos Children’s Hospital and UPMC Children’s Hospital of Pittsburgh. All applicants will be considered without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can view our privacy practices for applicants here. Acrisure does not accept unsolicited resumes from agencies that have not signed a mutual service agreement.