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Commercial Lines Account Manager (VANTREO)

Acrisure Llc Anaheim, CA
$86k-114k (estimate)
Full Time | Insurance 5 Months Ago

Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries. 

Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

 

VANTREO is an Acrisure partner and a unique, fast-growing organization that offers a suite of insurance, education, and technology services. Providing our clients with an excellent customer service experience is very important to us. Our Account Managers (AMs) are responsible for delivering fast, friendly, and accurate service for our producers and clients.

Coordinating proactive service on renewals, policy delivery and daily service requests, while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who are able to identify and seek out opportunities to enhance the experience of clients and fellow team members.

Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

 

Essential Duties and Responsibilities:

  • Promptly field and address client service calls and emails
  • Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily
  • Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders)
  • Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day
  • Utilize resources provided (Assistant Account Manager /Administrative Assistant team) to request, obtain, process & deliver many of the requests listed above
  • Set up policy change activities in EPIC
  • Renew policies in EPIC once coverage has been bound, per VANTREO standards
  • Create, maintain, and renew master certificate and evidence of insurance templates in EPIC, pull and attach certificate AI forms per VANTREO standards and provide renewal certificate instructions to the cert team
  • Learn and utilize Indio for all renewals
  • Welcome new business clients to VANTREO via telephone and email introductions
  • Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive “top of the stack” applications to insurance companies for quotes
  • Premier accounts: prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using VANTREO templates
  • Premier accounts: coordinate with the producer on marketing strategy @ 120 days prior to expiration and provide the renewal presentation (including RPC) to the producer 30 days prior to expiration for delivery to the insured
  • Preferred accounts: present the renewal to the insured 30 days prior to the expiration
  • Bind coverage with carriers, providing subjectivities to them at the time of bind
  • Complete all tasks in all activities
  • Review and manage discrepancies between issued insurance policies when they come in different from quote/proposals delivered to clients
  • Process and deliver new and renewal insurance policies within 30 days of effective date
  • Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities
  • Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attaching all correspondence according to VANTREO standards
  • Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products & services
  • Setup and maintain documents for Instant Access (client service portal)

 

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

 

Competencies:                                           

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)
  • Professional correspondence (clear, concise and without errors) with internal and external to obtain or provide information
  • Speaking (conveying information clearly and effectively) and Group Presentation
  • Appropriate Communication – the ability to make wise decisions related to what, who and how to communicate when dealing with confidential or sensitive situations
  • Writing (considering the style of the recipient when drafting letters, emails, power point presentations, etc.; using proper spelling, grammar and punctuation is important)
  • Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)
  • Time Management (managing one's own time and respecting the time of others)
  • Prompt response to all email and voice mail correspondence
  • Document EPIC using clear, concise wording/notes, such that if another person was to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.

 

Education and/or Experience:

  • Minimum of a High School Diploma
  • Valid California Property/Casualty license
  • Valid driver’s license & auto insurance
  • Three years of experience in commercial lines
  • Insurance designation (CPCU or CIC preferred but not required)

 

Technology Skills:

  • PC Computer (including strong typing skills)
  • EPIC Agency Management System (preferred but not required)
  • Microsoft Word, Outlook, including Quick Parts, Excel
  • Microsoft Internet Explorer/Chrome/Firefox
  • Company online rating/service sites

 

Other Qualifications:

  • Honest & ethical behavior are important
  • Persistence in the face of obstacles
  • Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
  • Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)
  • Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed)
  • Initiative (willing to take on responsibilities and challenges)
  • Stress Tolerance (accepting criticism and dealing calmly and effectively in high stress situations)
  • Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)
  • Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges 
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Inside/remote office position
  • Majority of time spent sitting
  • High level of contact with others via email, phone, Teams/Zoom (online, camera facing, business work attire required)
  • Occasional meetings with clients, carrier visits/events & team members
  • Honest & ethical behavior are important
  • Persistence in the face of obstacles
  • Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
  • Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)
  • Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed)
  • Initiative (willing to take on responsibilities and challenges)
  • Stress Tolerance (accepting criticism and dealing calmly and effectively in high stress situations)
  • Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)
  • Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

 

We offer a competitive salary and benefits package including medical, dental, 401k, and more!

 

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture ​focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, 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.

For more, visit www.Acrisure.com  or learn more here.

                                                                                              

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.

 

 

 

 

 

 

 

WEBSITE

acrisure.com

HEADQUARTERS

GRAND RAPIDS, MI

SIZE

1,000 - 3,000

FOUNDED

2003

TYPE

Private

CEO

GREGORY L WILLIAMS

REVENUE

$1B - $3B

INDUSTRY

Insurance

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Acrisure is an insurance brokerage firm that provides personal and commercial insurance products for individuals and businesses.

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