About the position
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Typically, expect some professional experience in account management. Applies the core principles of insurance to everyday situations and demonstrates the skills and knowledge to understand specific needs or requirements that may require an inventive approach. Typically, an individual contributor; works with rare guidance or supervision. Performs more advanced responsibilities and are primary points of contact for the clients they oversee. Develops coverage strategy and plan. Sr. Account Managers have their own accounts and likely work with more complex or demanding clients. Required to have the necessary insurance license(s).
Responsibilities
- Advise clients on coverage options, policy changes, marketplace conditions, etc.
- Request invoices from accounting team and prepare premium finance agreements
- Regularly review aged receivables to ensure timely collection of premium payments from clients
- Conduct renewal reviews and remarket policies as necessary including online rating/marketing with various insurance companies, when applicable.
- Review and manage all cancellation notices received, inform Client Advisor of pending cancellation and monitor for reinstatement, if applicable
- If reinstatement not forthcoming, discuss replacement coverage strategy with Client Advisor and remarket to secure replacement coverage
- Support Client Advisor in delivering service commitments to clients including preparing proposals for presentations
- Maintain client accounts in the agency automation system (Epic) with a high degree of accuracy including proper documentation and following agency workflows
- Respond timely to client and/or Client Advisor requests to deliver extraordinary client service and avoid potential E&O issues
- Respond timely to underwriter or broker requests for additional information
- Participate in scheduled team meetings with Client Advisor and other team members
- Other duties and special projects as deemed necessary and assigned by Management
Requirements
- High School diploma or equivalent
- Active 2-20 Insurance License (Florida)
- Minimum 8 years’ experience in Commercial Middle or Large Market Lines, preferably with Environmental Services clients
Nice-to-haves
- Epic agency management system experience
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
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