Commercial Lines Associate Account Executive
Acrisure is a global fintech leader empowering businesses with tailored solutions across various sectors including insurance and cybersecurity. They are seeking a Commercial Lines Associate Account Executive to manage policy maintenance and provide excellent support to clients and coworkers, with the flexibility to work remotely after training.
Responsibilities
- Check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines
- Manage the change request and endorsement process according to agency guidelines
- As secondary contact, receive, review and document client and insurer correspondence (phone, email, mail, fax, etc.) in agency management system, according to agency guidelines
- Review follow up list on a daily basis and take appropriate action
- Prepare Certificates of Insurance
- Act as primary back-up for Account Manager, handling immediate service needs as capable
- Prepare renewal exposure requests
- Prepare draft proposals and renewal documents
- Prepare evidence and proofs of coverage and forward to appropriate parties
- Prepare loss summaries
- Prepare applications for re marketing and quote with different carriers
Skills
- Active Property & Casualty License
- Strong organizational skills- ability to prioritize and be proactive
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- 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
- High School diploma or equivalent required
- Applied Systems / EPIC experience a plus
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off
- Holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Company Overview