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As an Account Coordinator, you will support Account Managers by handling transactional tasks such as issuing certificates of insurance, updating policy information in EPIC, submitting applications to carriers, and responding to client inquiries. This role requires meticulous attention to detail and adherence to agency processes.
The Commercial Lines Account Manager is responsible for day-to-day client service in the trucking industry, ensuring service standards are met, managing the renewal process, facilitating team cooperation, and enhancing client retention through accurate insurance processing and effective communication.
The Account Coordinator will assist senior CSR’s with client accounts, manage the renewal process, prepare proposals and account summaries, and enter client data into the agency system. Responsibilities include handling client communication, organizing workflow, verifying documentation accuracy, and addressing client needs.
The Commercial Lines Account Manager will support producers by managing a portfolio of commercial lines business, assist in making decisions on account updates and coverages, review insurance programs, and ensure customer service and satisfaction while monitoring carrier responsibilities.
The Account Manager for Commercial Lines manages policy maintenance and client service for a portfolio of accounts. Responsibilities include establishing client relationships, collaborating on coverage decisions, handling initial claims, and ensuring exceptional service to meet retention and renewal goals.
The Marketing Representative manages renewals for assigned accounts, working closely with producers to ensure proper placement of business. Responsibilities include updating applications, sending submissions to markets, and following up with carriers for quotes. Requires organization and strong communication skills.
The Account Manager processes applications, policies, and claims while assisting clients with coverage questions. They conduct client account renewals, prepare proposals, and negotiate terms with insurance providers. The role requires high-level client service skills and data management in the agency system.
The Marketing Facilitator and Project Manager will coordinate and oversee marketing projects, campaigns, and events, serving as a key point of contact for sales and service teams. This role involves tracking campaign performance, managing logistics for events, assisting in content creation, and compiling performance metrics for review.
The Client Advisor at Acrisure will focus on growing revenue through new client acquisition and fostering relationships. Responsibilities include developing sales plans, managing client information, delivering proposals, and maintaining high client satisfaction. The role demands a strategic approach to identify growth opportunities and meet sales quotas.
Assist senior CSRs with managing a book of business, handling renewals, preparing proposals and account summaries, and entering client activity in the agency system. Communicate with clients and ensure timely responses to inquiries while maintaining organization and attention to detail.
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