Our agency’s greatest asset is our people. We will make sure that every person we get the opportunity to work with has a first-class experience starting with the initial conversation and carried through every step following.

We take a lot of pride in our culture and work hard to ensure our employees truly enjoy every day they are in the office. Company events, full benefits packages, free snacks, and coffee as well as regularly catered lunches are just a few of the perks! We are rapidly growing, which offers great potential for growth!

Position Summary

The Account Manager is the first point of contact for current clients that need assistance with their policies. This position is responsible for handling incoming client requests in a clear, timely, and professional manner. They will also support the other service team members when workloads require additional assistance.

This position offers incentives from day one!

Essential Duties and Responsibilities:

• Take incoming phone calls/monitor service inbox and fax folder and handle customer needs as they arrive
• Customer Service as needed
• Follows up with clients as needed/requested by producers following first 90 days of policy
• Document all customer interactions properly.
• Filing Documents and follow up on work flow activities as assigned.
• Processing incoming mail as assigned.
• Work with underwriters to implement a plan to retain policies that are being cancelled due to underwriting concerns if policy is over 90 days old.
• Address issues with missing mail, incorrect contact information
• Send and track requests to carriers for endorsements
• While in a client’s file, check for cross-sell or up-sell opportunities.
• Rewrite polices which have cancelled as needed.
• Able to review policies for accuracy and offer improvements in coverage, in addition to options for available discounts and opportunities for cross selling
• Ask for referrals from customers with good experiences.
• Perform related duties as assigned by supervisor
• Maintain compliance with all company policies and procedures
• Assist customers through annual renewals as needed
• Assist customers with billing questions that may arise

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.

Education and/or Experience:

• Bachelor’s Degree, or the recognized equivalent in education and experience, required
• Active P&C license, required 
• Previous customer service experience, over the phone preferred

Technology Skills:

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications:

• Impeccable attention to detail, consistency, and accuracy with all tasks
• Multitasking and analytical skills
• Ability to learn new computer systems with ease
• Capability to meet timelines and deadlines
• Self-Motivated and resourceful, understanding how to prioritize
• Exceptional business writing skills and can visualize as well as convey a message into relevant and interesting content.

Together with our Agency Partners, Acrisure is reshaping the insurance industry. Be a part of that evolution and join the Acrisure community, either as part of our Home Office support teams or within one of our Agency Partners. Visit our website to see available job openings in insurance, accounting, account management, and more. Careers - Acrisure - News & Insights

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.

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.

https://www.acrisure.com/acrisureacastaffprivacynotice/