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    REMOTE-Large Business Commercial Insurance Account Manager - Oklahoma City, United States - Acrisure LLC

    Acrisure LLC
    Acrisure LLC Oklahoma City, United States

    1 week ago

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    Description
    Large Business Commercial Insurance Account Manager (Toole Insurance) page is loaded

    Large Business Commercial Insurance Account Manager (Toole Insurance)

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    locations

    LEE, MA

    time type

    Full time

    posted on

    Posted 3 Days Ago

    job requisition id

    JR102397


    Job Title:
    Large Business Commercial Insurance Account Manager

    Agency/Platform:
    Toole Insurance/ New England

    Location:
    Lee, MA

    Job Summary:
    Responsible for servicing accounts within the "Large Business Division" as assigned by management.

    Work with customers and companies within defined procedures while maintaining the highest ethical standard in all dealings with carriers, clients, and co-workers to process business, analyze policies and exposures, resolve issues, etc.

    to achieve department goals.

    Account Servicing:
    Handle all calls/mail/email communication from insured and/or carriers that is not policies, endorsements or audits

    Resolve any discrepancies identified by account assistant in policies and endorsements received (PCDI's)

    Assist with resolution of claims as requested of claims specialist

    Handle all miscellaneous account specific correspondence

    Explain audit procedures to clients and review interim reports for accuracy if needed

    Remarket accounts as required at direction of Account Executive

    Renew policies by agency standards

    Inform and educate clients about coverage, exclusions, and exposures o Assist clients in making appropriate coverage changes

    Respond to all client inquiries regarding their insurance program including producing binders, certificates, policies and other related items accurately and per agency procedures and standards

    Maintain agency files including client electronic file in agency management system accurately and consistently


    Provide technical support to Account Executive (coverage related, proposals, market spreadsheets, suspense items, etc) to assist clients and reach agency's goals.

    Advise Account Executive of non standard

    developments/changes/activity

    on accounts


    Renewal Business "CA", "CB", "CC":
    Review and complete renewal packets per procedures for Account Executive Meeting with client o Complete 'COW' (Client, Opportunity, Website) report for each client with renewal packet

    Market or order renewal quote per direction of Account Executive per o Prepare renewal presentation as required for Account Executive

    Obtain required documents and payments to finalize renewal binding

    Submit required documents to carriers for binding or issue internal binder submitting to carrier for policy issuance

    Update Applied system to reflect ordered renewal terms


    New Business "CA", "CB", "CC":
    Finalize completion of Applied and supplemental applications so accurately reflect required underwriting information and desired coverages.

    Submit applications with supporting documents to markets designated by Account Executive for quotes

    Quote accounts via carrier websites when applicable o Establish and complete marketing quote spreadsheet

    Prepare proposals as required for Account Executive

    Obtain required documents and payments to complete file upon binding

    Submit required documents to carriers for binding, issue internal binder submitting to carrier for policy issuance, or issue electronically if applicable


    Account Rounding:


    Continually be aware of client exposure vs insurance program making recommendations of additional protection and handle communication with carrier, client, etc as needed.

    Complete 'COW' report to assist Account Executive in this process at each renewal term

    Assist department with development and executive of account rounding program of current clients


    Miscellaneous:
    Innovate to improve the quality of service provided to clients

    Assist or complete other tasks as directed by agency management

    Assist Commercial Lines team members in responding to client's needs during staffing shortage


    Required Skills:
    Communicate clearly and concisely both orally and in writing

    Development of relationships with clients, company representatives, internal team members o Balancing relationship development with required technical processes

    Gather information, organize data, and make decisions using analytical and problem-solving skills High attention to detail

    Good follow-up commitment


    Multi-tasking – Perform a variety of duties and frequently change tasks using different techniques, procedures, or degrees of attentiveness without loss of efficient or composure.

    Ability to work cooperatively and enthusiastically independently and as a team member

    Coverage analysis

    Clerical skills needed include typing, use of basic office equipment, familiarity with Microsoft Office Products, email and internet.

    Acrisure is committed to employing a diverse workforce.

    All applicants will be considered foremploymentwithout attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

    California

    residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

    .

    Acrisure is equally committed to supporting social issues.

    In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises.

    In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

    To Executive Search Firms &

    Staffing Agencies:
    Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
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