Account Manager

Overview

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A global fintech leader, Acrisure empowers businesses and individuals with solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more.

Job summary:

Acrisure is seeking a Sr. Account Manager to join our growing team. The Sr. Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.

• Manage the overall team operations, client coordination, and customer service delivery, including coordinating, coaching, and prioritization with Account Associates and reviewing workload.
• Leverage knowledge in client services, insurance processing, and customer experience to develop, coach, and assist Account Associates and other team members.
• Assist Producers and Account Executives with client service commitments.
• Ensure service standards are met, identify trends, and implement process improvements.
• Serve as the day-to-day customer contact, troubleshoot issues, and help clients make well-informed decisions.
• Manage the new business and renewal process, and oversee day-to-day client changes.
• Be accountable for client service delivery through high/retained client relationships, referrals, and smooth renewals.
• Send pre-renewal information within service standards and follow up for timely responses from clients and insurance markets for quotes.
• Manage renewal marketing plans with Producers and Service Teams and ensure plan execution; create accurate proposals/deliverables for renewal meetings.
• Review quotes for accuracy against supporting documents; negotiate coverage/price with underwriters.
• Complete renewal bind processes and checklists promptly and document all renewals.
• Document files comprehensively to minimize E&O exposure and ensure quick responses to client requests.

• Current Insurance License in Property & Casualty and/or Health & Life for the state of the agency office.
• Ability to pursue professional designation.
• Comfort with electronic environments and strong computer skills; proficiency in Word, PowerPoint, and Excel.
• Excellent people, verbal, and written communication skills; strong organizational skills and attention to detail.

• High school diploma (college preferred) or equivalent relevant experience.
• Bachelor’s Degree in Business or related field, or equivalent experience.
• Minimum of 5 years of experience within the insurance industry or related business experience.

• Competitive compensation
• Generous vacation policy, paid holidays and paid sick time
• Medical, Dental, and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Employee Assistance Program (EAP) and Calm App subscription
• Employee-paid Pet Insurance and optional supplemental coverage
• 401(k) with company match and financial wellness programs
• FSA, HSA and commuter benefits options
• Paid maternity and paternity leave, and fertility benefits
• Career growth and learning opportunities
• …and more

Note:

This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply. Offerings may vary by location.

Pay range: if applicable

Join Acrisure’s commitment to diversity and an inclusive workforce. Acrisure does not discriminate in employment and provides reasonable accommodations as required by law. For accommodation requests, please email  Privacy information for applicants is available at Acrisure privacy policy pages.