- Account transactions including ID cards, proposals, endorsements, certificates, binders, billing,
- claims, renewals, follow-up, and correspondence on assigned accounts.
- Respond to client inquiries, incoming mail, company requests, and Producer's needs on a timely
- basis.
- Collect renewal data on assigned accounts.
- Review and order renewals. Document receipt of renewals and investigate non-renewals.
- Survey policy coverage and identify cross-selling and coverage enhancement opportunities.
- Review, analyze, and submit applications to insurance companies. Make recommendations to the
- producers.
- Review renewals, endorsements, and account rounding submissions to insure items were
- received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems)
- Document all activities in agency management system (Applied Systems)
- Understand and utilize upload, download and interface technology
- Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
- Keep producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
- Maintain knowledge of current underwriting requirements of contracted insurance carriers
- Maintain knowledge of policy provisions and any changes in these provisions
- Work with Controller and Producer to collect outstanding receivables.
- Complete other functions and assignments as assigned including back-up duties
- Minimum of high school diploma, a CISR and/or CIC designation.
- 5+ years experience in insurance industry and commercial lines underwriting, products and coverage required
- Active Michigan Property & Casualty Resident Producer License or ability to obtain one within 60 days of hire date.
- Strong organizational skills; ability to discern priority and initiative
- Computer skills, specifically Applied TAM, Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- 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 a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
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Commercial Lines Account Manager - Lansing, United States - ACRISURE
Description
About Acrisure
:Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
Provide service to assigned accounts. Support assigned Producer(s) by placing and processing new business and retaining renewals.
Responsibilities:
Perform daily service on assigned book of business in compliance with the agency's written procedures including, but not limited to:
Qualifications: