Commercial Insurance Account Manager (New England Platform)

Posted 12 Hours Ago
Be an Early Applicant
Woburn, MA
Mid level
Fintech • Software • Financial Services
The Role
The Commercial Insurance Account Manager will service middle market and small business commercial insurance accounts, focusing on construction. Responsibilities include developing client relationships, preparing proposals, processing policies, ensuring compliance, and maintaining data accuracy. The role requires knowledge of commercial lines coverage, with no premium collection responsibilities and support provided for administrative tasks.
Summary Generated by Built In

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Acrisure Woburn  is looking to enhance our team by adding a Commercial Insurance Account Manager/CSR. Our Agency specializes in providing insurance and bonding for contractors.  This position is in our Commercial Insurance Department and will be responsible for servicing middle market and small business commercial insurance accounts with a focus on construction. 

Our position is currently Hybrid, with 2 days per week working from home and three days in our Woburn, MA office.  We have been in Woburn since 1974. 

Responsibilities:

  • Develop and maintain client relationships and work with producers to ensure that all coverage and service needs are met.

  • Review and analyze commercial accounts and make appropriate coverage and limits recommendations to producers and clients as needed.

  • Assemble information and applications provided by producers to prepare new business submissions.

  • Assemble policy, coverage, and exposure information in conjunction with producers to prepare account submissions and market to carriers.

  • Prepare client proposals based on new and renewal quotations, providing the best value to meet clients’ coverage needs.

  • Review, verify accuracy, and prepare invoicing instructions for incoming policies and endorsements of assigned accounts.

    • Day-to-day processing of Workers’ Compensation and Commercial Auto policies, endorsements, and invoices, as well as Certificates of Insurance, will be handled primarily by Commercial Department support specialists.

    • A support specialist handles cancellations, reinstatements, and the necessary follow-up.

    • A support specialist also handles claims processing.

  • Maintain data accuracy in the Agency Management System and its integrated Document Management System.

  • Review contract insurance specifications for insureds to assure compliance, amend coverage and limits as needed, and provide updated Certificates of Insurance to reflect any required changes.

  • Contribute to meeting agency production goals by assisting producers and providing superior customer service.  (There are no new business or existing account rounding production requirements.)

  • No premium collection responsibility, as the producer handles that for each account.

  • Conduct business knowledgeably and professionally, demonstrating an understanding of the insurance business and the impact of your decisions on the client and the agency.

  • Keep informed of changes and trends within the industry to anticipate and respond to clients’ needs.

  • Other responsibilities as assigned by Management.

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

Qualifications:

  • Minimum of 3 years' experience in commercial insurance.

  • Thorough knowledge of commercial lines coverages and markets.

  • Experience working with construction accounts preferred.

  • Experience with Microsoft Office and Applied Systems EPIC preferred.  However, you'll easily make the transition if you are a TAM or AMS user.  We converted to Epic Cloud on 8/1/21. The training is outstanding, and support is readily available.

  • Excellent written and oral communication skills, well organized, ability to manage and prioritize multiple tasks, work well both independently and in a team environment.

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.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

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.

Top Skills

Applied Systems Epic
MS Office
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The Company
HQ: Grand Rapids, Michigan
3,983 Employees
On-site Workplace

What We Do

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

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