Sr. Account Manager
About the role
Acrisure is a global fintech leader that connects clients with tailored insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services. Established in 2010, Acrisure has grown significantly, handling over $5 billion in revenue and employing over 19,000 professionals worldwide.
Responsibilities
- Serve as the primary point of contact for assigned commercial clients, delivering timely, professional, and proactive service.
- Manage the day-to-day servicing of a book of business, including policy changes, endorsements, certificates of insurance, ID cards, and coverage-related requests.
- Market new and renewal business to insurance carriers, preparing submissions and obtaining competitive coverage and pricing options.
- Cook up and manage the renewal process, including gathering underwriting information, reviewing exposures, and preparing renewal proposals.
- Respond promptly to client inquiries, carrier requests, and internal service needs while maintaining a high level of customer satisfaction.
- Review new and renewal policies, endorsements, and other coverage documents to ensure accuracy and compliance with client needs and carrier requirements.
- Prepare and review annual policy audits and assist clients with audit-related questions and documentation.
- Maintain accurate and detailed client records, activities, and correspondence within the agency management system (Applied EPIC).
- Leverage carrier and agency technology platforms, including upload/download functionality and other interface tools, to maximize efficiency and accuracy.
- Collaborate closely with Producers and Account Executives to support client retention, account growth, and new business opportunities.
- Provide administrative and service support for complex accounts and clients requiring a higher level of account management.
- Identify potential coverage gaps, service concerns, account issues, escalating matters and communicate key developments to Producers, Account Executives, and leadership as appropriate.
- Maintain current knowledge of commercial insurance products, underwriting requirements, policy provisions, carrier appetites, and industry trends.
- Participate in ongoing professional development, licensing compliance, and continuing education opportunities.
- Assist with special projects, team initiatives, and provide backup support for other account management functions as needed.
Requirements
- Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required.
- Mid-market or large commercial account experience highly preferred.
- Strong knowledge of commercial insurance coverages, renewals, policy servicing, and carrier relationships.
- Excellent organizational skills with the ability to prioritize, manage deadlines, and work proactively.
- Strong verbal, written, and interpersonal communication skills.
- Proficiency with Microsoft Word, Outlook, and Excel.
- Experience with Applied EPIC or other agency management systems highly preferred.
- Strong analytical, problem-solving, and attention-to-detail skills.
- Ability to calculate and interpret insurance-related figures, including premiums, commissions, and percentages.
Education and Experience
- High School diploma required, Associate Degree or higher preferred.
- Minimum 5+ years of Commercial Lines Property & Casualty insurance experience.
- Active Property & Casualty license required.
- Professional designations such as CPCU, CRIS, or similar insurance certifications preferred.
Pay
The base compensation range for this position is $85,000 - $105,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Benefits
We offer 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 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.
Equal Opportunity Employer
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.