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