Account Manager

Location: East Weymouth

Job Description

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 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.

Job Summary:

Due to experience and technical knowledge, the Select Account Manager is responsible for handling higher level risk issues without the direction from a Client Advisor or Producer. The AM is responsible for servicing new and existing clients that generate, on average, generally less than $3,000 in commission or as otherwise assigned. Provide, with a positive attitude, a high level of support in obtaining, maintaining, 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 service, retention and quality standards. This is an 95% in house position that requires direct interaction with clients. Effective communication is a key component in this role.

AM should demonstrate the ability to collaborate with their peers while working towards common Team goals.

Responsibilities:

* Provide primarily in house customer service to clients as assigned and requested.

* Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.

* Review & collect aged receivables.

* Regularly review current coverage, recommend changes in coverage or markets, and actively solicit increase in coverage or rounding out of account.

* Prepare proposals, schedules of insurance and recommendations for clients.

* Review audits with client as needed. Follow company direction and agency guidelines for disputed audits.

* Prepare quotes, proposals, applications, and supplemental forms for timely and complete submission to carriers for new or renewal accounts.

* Competently and confidently discuss policy changes and coverage issues with underwriters while advocating on the clients behalf.

* Assist with new business calls, online quote requests & walk-ins.

* Actively participate in weekly Select Team Meetings.

* Actively participate in carrier meetings as scheduled to stay up to date on available products.

* Initiates renewal reviews with clients and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends 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 client in current market conditions.

* Receive, review and manage cancellations and act to save accounts as appropriate.

* Maintains client accounts on agency automation system, documents conversations, properly attaches documents in Agency Management System, sends confirmations to insured's and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.

* In conjunction with Manager/Coordinator of Business Insurance, coach and mentor team members in their professional development. Support and implement strategies to accomplish the agency mission and initiatives.

* All work is executed in a manner to avoid potential E&O issues. Immediately notifies management of any potential E&O issues.

Miscellaneous:

* Actively pursue relevant CE courses and achievement of a designation by the end of year three.

* Participate in seminars and other training for knowledge and skill development.

* Some training of other employees may be required.

* Provide backup in other areas as assigned.

* Perform other duties and special projects at Management's request.

* Help develop efficiencies in automation in a paperless environment reducing or eliminating paper…