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Commercial Lines Account Manager

Summary: 

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine.  We have over 200 locations across the US and continue to grow every month.  To fuel that growth we have another exciting opportunity as a Commercial Lines Account Manager with the Delray Beach, Florida location of Scirocco Group, an Acrisure Agency Partner.  This position will be responsible for providing prompt, accurate, and courteous support service to clients and coworkers.

Essential Duties and Responsibilities:

  • Provide technical support to Producer; specifically in analyzing client needs, coverage forms and quotations.
  • Identify exposure to loss and recommend appropriate coverages in coordination with Producer.
  • Update and maintain renewal lists and send renewal letters as requested.
  • Communicate with both carriers and clients in a timely and professional manner.
  • Review policies, endorsements, audits and other policy documents for accuracy.
  • Process binders, certificates of insurance and all other policy information updates.
  • Organize and prioritize workflow.
  • Accompany Producer on prospect and client meetings when requested.
  • Actively seeks referrals from current client base.
  • Order and issue binders, certificates, policies, endorsements and other related items; verify accuracy and forward to client with appropriate correspondence.
  • Determines reasons for requests for cancellations; acts to save accounts; notifies Producer according to agency standards.
  • Actively solicits increase in coverage and rounds accounts through sales to clients; good documentation of all contacts.
  • Refers current and prospective clients to Benefits Department and to Personal Insurance for solicitation of those lines of business.
  • Assists clients with making coverage changes in an automated environment supported by transactional filing.
  • Review client contracts for insurance requirements. Compare to policy to ensure contract complies. Discuss discrepancies with client and submit changes to carrier.
  • Prepares summaries of insurance, schedules and proposals as needed for account review.
  • Request renewal quotes from insurance carrier, creates renewal proposals and handles other renewal activities in coordination with the Producer.

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

Competencies:                                          

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • High School Diploma or the recognized equivalent is required.
  • Must possess a current Florida Property & Casualty Insurance License.
  • Must continue to meet Continuing Education requirements for license renewal.
  • Minimum 3+ years of progressively responsible insurance experience is required.                   

Computer Skills:

  • Proficiency in MS Word, Excel, Outlook, Internet, Adobe Acrobat, and Customer Database Programs (Applied/TAM experience is helpful).

Other Qualifications:

  • Proficiency in MS Word, Excel, Outlook, Internet, Adobe Acrobat, and Customer Database Programs.
  • Applied/TAM experience is helpful.

Other Qualifications:

  • Ability to perform typing duties with verbal and/or written direction; Strong multi-tasking, organizational, communication & grammatical skills.
  • Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints.
  • Must be able to work as a team member to achieve department goals and overall company goals.
  • Excellent customer service skills, including telephone and listening skills.
  • A positive outlook and desire to learn and grow with us.
  • Moderate stress due to regular deadlines and daily challenges.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges.
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs.
  • Minimal travel may be required.

Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done in a temperature-controlled, non-smoking office.
  • Work stations are cubicles with moderately high sides.
  • The noise level in the work environment is usually moderate.
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