Commercial Insurance Account Manager at Acrisure

San Jose, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Ability to promptly field and address client service calls and emails
Capacity to manage home screen activities using the day of the week schedule with fewer than 25 activities daily
Ability to maintain a clean email box (fewer than 25 emails daily, delete sent emails once attached in EPIC, do not store emails in folders)
Proficiency in communicating with clients and producers to obtain information for renewals, endorsements, claims, billing, payments, audits, certificates, cancellations, reinstatements, etc., with same-day responses
Skill in utilizing resources like Associate Account Manager and Account Coordinator teams to request, obtain, process, and deliver requests
Proficiency in EPIC for setting up policy change activities, renewing policies once bound, and documenting activities with coverage communications and attachments per Acrisure standards
Expertise in CSR24 for creating, maintaining, renewing master certificate and evidence of insurance templates, pulling/attaching certificate AI forms with specific labeling, and providing renewal instructions
Proficiency in Indio for all renewals
Ability to welcome new business clients via telephone and email introductions
Capability to market renewals, handle placement of rewrites/round outs with complete applications to carriers
Experience preparing coverage comparisons, premium allocations, layer diagrams, and high-level documents for large-sized accounts (> $10k revenue) using templates
Ability to coordinate marketing strategy with producers 120 days before expiration and provide renewal presentation (including RPC) 30 days before for large accounts
Skill in presenting renewals to insured 30 days before expiration for middle-sized accounts
Proficiency in binding coverage with carriers, providing subjectivities at bind
Ability to complete all tasks in assigned activities and review/manage policy discrepancies
Capacity to process and deliver new/renewal policies within 30 days of effective date
Skill in connecting with clients to review/identify coverage changes, enhancements, round outs, and referral opportunities
Willingness to attend insurance company/vendor meetings, trainings, and functions
Ability to setup and maintain documents for Instant Access client portal
Embrace company philosophies/culture and identify opportunities to enhance client/team experiences
Adhere to department policies, workflows, and procedures

Responsibilities

Promptly field and address client service calls and emails
Manage home screen activities using the day of the week schedule with fewer than 25 activities daily
Maintain a clean email box (fewer than 25 emails daily, sent emails deleted once attached in EPIC, emails not stored in folders)
Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding same day
Utilize resources (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver requests
Set up policy change activities in EPIC
Renew policies in EPIC once coverage bound
Create, maintain, and renew master certificate and evidence of insurance templates in CSR24; pull and attach certificate AI forms using specific labeling standards; provide renewal certificate instructions to cert team
Utilize Indio for all renewals
Welcome new business clients to Acrisure via telephone and email introductions
Market renewals as needed; handle placement of rewrites/round outs by submitting complete applications to carriers
For large-sized accounts (> $10k revenue): Prepare coverage comparisons, premium allocations, layer diagrams, and high-level documents using templates
For large-sized accounts: Coordinate marketing strategy with producer 120 days before expiration; provide renewal presentation (including RPC) to producer 30 days before expiration
For middle-sized accounts: Present renewal to insured 30 days before expiration
Bind coverage with carriers, providing subjectivities at bind
Complete all tasks in assigned activities
Review and manage discrepancies between issued policies and quotes/proposals
Process and deliver new and renewal insurance policies within 30 days of effective date
Connect with client to review and identify coverage changes, enhancements, round outs, and referral opportunities
Document EPIC activities with all pertinent coverage communications and attach correspondence per Acrisure standards
Attend insurance company/vendor meetings, trainings, and functions
Setup and maintain documents for Instant Access (client service portal)
Coordinate proactive service on renewals, policy delivery, and daily service requests while adhering to policies, workflows, and procedures
Deliver fast, friendly, and accurate service for producers and clients

Skills

Key technologies and capabilities for this role

EPICPolicy RenewalsEndorsementsClaims ProcessingBillingAuditsCertificates of InsuranceCancellationsClient CommunicationCustomer Service

Questions & Answers

Common questions about this position

What are the main responsibilities of the Commercial Insurance Account Manager?

The role involves promptly handling client service calls and emails, managing renewals and policy changes in EPIC, creating certificates in CSR24, marketing renewals as needed, and preparing coverage comparisons and presentations for large accounts.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What is the company culture like at Acrisure?

Acrisure emphasizes excellent customer service, a team of innovative and talented individuals, and a culture where team members embrace philosophies to enhance client and team experiences in a fast-paced industry.

What makes a strong candidate for this Account Manager position?

Strong candidates can handle fast, friendly, and accurate service, maintain low daily activities (under 25 emails and screen items), communicate effectively with clients and producers, and utilize tools like EPIC, CSR24, and Indio while coordinating with support teams.

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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