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Commercial Lines Account Manager (RRL Insurance)

Company: Acrisure
Location: Melbourne
Posted on: January 12, 2022

Job Description:

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 500 locations across the US, Canada and Europe and continue to grow every month. To fuel that growth we have another exciting opportunity for a Commercial LInes Account Manager with RRLInsurance Agency in Melbourne, FL, an Acrisure Agency Partner.

Essential Duties And Responsibilities

  • Provide technical support to Account Executive; specifically in analyzing client needs, coverage forms and quotations on existing coverage and appropriate carriers for the renewal submission
  • Contact the insured prior to renewal to obtain updated information including but not limited to vehicle/driver lists, IFTAs, risk changes, current payroll, etc.
  • Verify that all currently valued loss runs have been ordered and received
  • Complete applications in coordination with Account Executive; submits application to eligible and appropriate carriers and follows up to ensure timely receipt of quotations and policies
  • Order and issue binders, certificates, policies, endorsements and other related items; verify accuracy and forward to client with appropriate correspondence
  • Prepare summaries of insurance, schedules, and proposals for word processing as needed
  • Process renewals
  • Review audits of policies, verify accuracy and facilitate corrections as needed between client and carrier
  • Verify policy and policy change information; facilitate corrections when necessary
  • Determine reason for requests for cancellations and take measures to retain the account; notify Sales Executive/Account Executive
  • Process and follow up on cancellations requests to carriers to ensure accurate and timely resolution
  • Identify exposure to loss and recommend appropriate coverages in coordination with Account Executive
    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
    • High School Diploma or the recognized equivalent, required
    • Minimum of 3 years of related experience in commercial lines insurance account servicing, required
    • Active FL P&C license, required
      Computer Skills
      • Demonstrated strong PC skills including Word, Excel, and Outlook
      • Knowledge of Applied EPIC Agency Management System is preferred
        Other Qualifications
        • Must be organized, detail oriented, able to multitask and be efficient with excellent verbal and written skills
        • Must have the ability to effectively work with others
        • Must have a high level of problem-solving skills
        • A positive, team-oriented attitude
          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.
          • Moderate stress due to regular deadlines and daily challenges
          • High finger dexterity while typing documents and forms
          • Occasionally lift up to 20lbs
            Work Environment
            • Work is done in a temperature-controlled, non-smoking office as well as home (hybrid)
            • Work stations are cubicles with moderately high sides
            • The noise level in the work environment is usually moderate
            • There may be some travel associated with this position

Keywords: Acrisure, Melbourne , Commercial Lines Account Manager (RRL Insurance), Executive , Melbourne, Florida

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