Associate Account Manager-Commercial Lines

Full-time - Entry Level

Hybrid - Okemos, MI

Professional, Scientific, and Technical Services

About the position

Acrisure's Great Lakes Region is a fast-growing fintech leader that operates a global insurance broker, providing a broad array of insurance and financial related solutions. The role involves performing routine responsibilities and acting as a primary point of contact for clients, while working under direct supervision. The position supports and informs coverage strategy and applies principles of insurance to everyday situations, with a focus on learning and development.

Responsibilities

• Manage emails, mail, voicemail, agency management activities and self-audit reports.
• Receive, review, and document client and carrier correspondence in our agency management system including driver requests, endorsement requests and cancellations/rescissions.
• Prepare certificates, evidence of property or auto IDs and forward to appropriate parties or send requests to the Service Assistants for handling.
• Support the monthly reporting process including preparing preliminary reports, correspondence with the client, submitting to the carrier and documenting.
• Support the new/renewal business process including preparing exposure update requests, loss run ordering and loss summaries, renewal strategy documents, creating/updating excel schedules, MVR ordering, completing supplemental applications or entering new business applications into the agency management system.
• Work closely with and assist Account Manager throughout the new/renewal business process including basic carrier submissions, online rating, preparing proposals and binding coverage.
• Meet with clients as needed.
• Provide back-up coverage for Account Manager handling immediate service needs.
• Claims support.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keeping Client Advisors informed of all important activities on their accounts including being sensitive to potential problems and informing leadership.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in their provisions.
• Assist with special projects.
• Comply with agency standards, policies, and procedures.

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Able to function independently and as part of a team.

Nice-to-haves

• Knowledge of commercial insurance with 1-2 years of experience is preferred.

Benefits

• Competitive Compensation
• Industry-Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Educational Resources
• Generous time away