Associate Account Manager-Commercial Lines

Full-time - Entry Level

Hybrid - Beachwood, OH

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 plan, applying principles of insurance to everyday situations. The individual will learn the principles of insurance and apply them in practical scenarios.

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