Commercial Lines Account Manager

About Acrisure

Acrisure is a global fintech leader empowering millions of ambitious businesses and individuals with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. Combining cutting-edge technology with top-tier human support, Acrisure connects clients to tailored solutions. In the last twelve years, the company has grown from $38 million to nearly $5 billion in revenue and employs over 19,000 colleagues across more than 20 countries. Acrisure’s culture is built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration to enable teams to operate at the highest levels.

About the role

Account Managers serve as primary points of contact for clients, handling routine responsibilities and contributing as individual contributors with occasional guidance or supervision. They apply insurance principles to everyday situations, develop coverage strategies and plans, and maintain strong client relationships.

Responsibilities

• Service assigned accounts, including account transactions such as quoting and issuing policies, ID cards, proposals, endorsements, certificates, claims, renewals, follow-ups, and correspondence
• Respond to client inquiries, incoming mail, and company requests in a timely manner
• Support insurance marketing and sales efforts
• Collect renewal data on assigned accounts
• Provide claims support
• Develop coverage strategies and plans as needed
• Review new and renewal policies and endorsements to confirm receipt of ordered items
• Maintain accurate client data in the agency management system (Applied Systems / EPIC)
• Document all activities in the agency management system (Applied Systems / EPIC)
• Understand and utilize upload, download, and interface technology
• Assist other departments in securing or providing information necessary to issue appropriate policies for shared clients
• Keep producers informed of important account activities and potential issues
• Stay current with industry trends through participation in educational seminars and classes to improve insurance and sales skills and maintain license compliance
• Maintain knowledge of current underwriting requirements from contracted insurance carriers
• Keep current on policy provisions and any changes to those provisions
• Perform other assigned functions and backup duties as needed

Requirements

• Active Property & Casualty license required
• Strong organizational skills with the ability to prioritize and take initiative
• Proficiency with Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills and strong interpersonal abilities
• Mathematical skills: ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
• Reasoning skills: ability to solve practical problems, interpret various instructions, and work with multiple variables presented in written, oral, diagram, or schedule form
• Applied Systems / EPIC experience is a plus
• Ability to know and apply principles of insurance to everyday situations
• High school diploma required
• Minimum of 2 years of experience in commercial lines
• Completion of CPCU or a special training course is a plus
• Willingness to work on-site to support collaboration, team leadership, and cross-functional partnership