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This role involves financial analysis within the Acrisure Great Lakes Platform. Responsibilities include monitoring revenue and expenses, supporting budgeting/planning processes, assisting with expense management and analysis, creating reporting tools for effective decision-making, and providing support on quarterly finance initiatives.

The Commercial Lines Insurance Account Manager at Ahern in San Diego, CA will be responsible for implementing clerical and processing functions of a book of business, communicating with carriers and clients, checking policy documents for accuracy, organizing workflow, and performing other related duties.

Responsible for maintaining and servicing assigned client accounts, ensuring high client retention and strong relationships. Market and service accounts according to platform objectives, contribute to profitable growth through retention and renewal goals, and provide exceptional client service. Collaborate with client advisors, handle claims, monitor carrier activities, and maintain customer records. Provide timely communication and generate new business through referrals.