Finance & Insurance Manager jobs in Bradenton, FL

Job Title: Account Manager

Department: Commercial Lines

Location: Bradenton, FL

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:

The Commercial Lines Business Account manager is responsible for aiding clients with service needs and making changes to existing accounts.  Specific service and marketing responsibilities are required in this position.  Must meet service and sales delivery standards and perform essential functions to the quality and service standards developed by the agency.  The duties and responsibilities of this position are to support the goals, mission and needs of Acrisure.  Primarily, this entails providing the producer/risk advisor with the necessary service support to aid them in obtaining new clients and retaining existing ones.

Job Functions & Responsibilities:

New Business:

• Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and invoice's, accordingly, uses each contact with the client as an opportunity to review the whole account, round it and market.

• Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs.

• Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals.

• Prepares proposals in coordination with producer(s).

• Submits applications to eligible and appropriate carriers.

• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.

• Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy.

Retention:

• Prepares summaries of insurance, schedules and proposals as needed for account review.

• Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities in coordination with the producer(s).

• Renews policies following agency standards. Verifies each renewal's accuracy; ensures that all renewals are produced.

• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

• Maintains and updates electronic and client activity files.

• Verifies policy and policy change information, facilitating corrections when necessary.

• Processes incoming mail requests, responding promptly and appropriately.

• Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.

• Uses agency credit and collection policy in invoicing and pursuing prompt payments

• Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

Marketing:

• Leaves good documentation of all contacts.

• Refers current and prospective clients to Life/Benefits Department and to Personal Lines for solicitation of those lines of business.

• Assists in design of or independently designs insurance plans for clients as assigned and directed by the agency management or Producer.

• Assists or completes other tasks as directed by agency management or Producer.

Personal and Organizational Development:

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.

• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

• Interacts with other effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business

• goals of the agency.

• Performs technical tasks to expedite client services.

Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change.

Qualifications:

Experience:

• 1 or more years as a Commercial Lines Account Manager

Special Technical Knowledge:

• Must have P&C 2-20 License or 2-20 to be obtained in a mutually agreed upon time. 4-40 is required, but will be working onsite until the 2-20 is obtained.

• Full knowledge of insurance products and usage.

• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists.

• Full knowledge of insurance markets and reference to markets.

• Ability to carry out complex tasks with concrete and abstract variables.

• Excellent computer skills needed and must understand functionality.

Competencies:

• Functional Technical Skills - has functional and technical ability to do job at high level of accomplishment.

• Informing - provides information so that decisions can be made on a timely basis with accuracy.

• Time Management - uses time effectively and efficiently, concentrates efforts on more important priorities.

• Quantity of Output - amount of work is expected to meet goals on regular basis.

• Quality of Work Output -is with few errors with little rework.

Special Skills and/or Abilities:

• Ability to communicate fluently in English in all oral and written communications with others.

• Ability to understand written and oral communication and interpret abstract information.

• Must be a team player and customer service oriented.

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Parental Leave

• Generous time away

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without 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 www.Acrisure.com/privacy/caapplicant.
 

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.