Commercial Lines Account Manager - Transportation

About this role

About Acrisure: 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.

Responsibilities:    

• Establish and   maintains   a strong relationship and   assists   the client advisors in making decisions on account updates and coverage for accounts ranging from mid-size to large accounts with moderate complexities.  

• Collaborate with the client advisor to review exposures and insurance programs for assigned clients,   determine   if carrier is the best fit for the client while considering coverage, protection, and cost.  

• Collaborate with client advisors to market, quote, and prepare the proposal for the client from both   a risk   management and insurance prospective to decide upon the “best” way to manage the customer’s risk.  

• Provide day-to-day service,   anticipate   customer’s needs, and respond to client issues/questions   in a timely manner .  

• Handles initial report of claims and   following   up to ensure that the claim is properly progressing, and   customer’s   needs are   being met .  

• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.).  

• Complete account reviews.  

• Attempt to round-out each customer’s insurance portfolio including, the solicitation of   additional   commercial and personal   lines   insurance where applicable and   maintain   customer records   in accordance with   procedures.  

• Keeps customers up to date on “pending changes” in the insurance world that may   impact   their insurance coverage.  

• Assists   or completes other tasks as directed by platform management.  

• Provide   timely , professional,   accurate   communication to client, team, and carrier representatives.  

• Keep and   maintain   confidentiality of client records and communication.  

• Seeks referrals from clients and follows through to help generate new business.  

• Refers current and prospective clients to   Benefits   Department and Personal Insurance for solicitation of those lines of business.  

• Coach and mentor junior members of the commercial   lines,   may lead   team   meetings and initiatives.  

• Comply with   agency standards, policies, and procedures.  

*This description is not meant to be all-inclusive and may be   modified   from time to time at the discretion of management*  

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.   

• Complies with   continuing education requirements for agent licensing as well as professional designations.  

• Keeps informed   regarding   industry information, new production information, coverages, and technology to continually improve knowledge and stay current.  

Education/Experience:  

• Bachelor’s degree’s   degree and/or 5+ years commercial insurance experience or recognized equivalent is   required .  

• Hold and   maintain   appropriate state   Property and Casualty Insurance License in state worked

• Initiate, obtain, and   maintain   (CISR elite, CIC, or other advanced designations).  

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.   Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.   Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and ge

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