Acrisure
Location
South Carolina, Georgia, Alabama, North Carolina, Florida (Remote or Hybrid)
Department Commercial Lines (Condo/Home Associations/Hospitality)
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than twenty countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
About The Role This position will have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day‑to‑day service needs of our clients and constantly working toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up‑selling of limits/coverages and by providing extraordinary client service.
Responsibilities
Establish and maintain a strong relationship and assist the client advisors in making decisions on account updates and coverage for accounts ranging from mid‑size to large accounts with moderate complexities.
Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if the carrier is the best fit while considering coverage, protection, and cost.
Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance perspective to decide upon the “best” way to manage the customer’s risk.
Provide day‑to‑day service, anticipate customer needs, and respond to client issues/questions in a timely manner.
Handle initial report of claims and follow up to ensure that the claim is properly progressing and customers’ needs are being met.
Monitor carrier activities to ensure they fulfill their responsibilities to the customer (policy endorsements, claims, etc.).
Complete account reviews.
Attempt to round out each customer’s insurance portfolio, including the solicitation of additional commercial and personal lines insurance where applicable and maintain customer records in accordance with procedures.
Keep customers up to date on pending changes in the insurance world that may impact their coverage.
Assist or complete other tasks as directed by platform management.
Provide timely, professional, accurate communication to client, team, and carrier representatives.
Keep and maintain confidentiality of client records and communication.
Seek referrals from clients and follow through to help generate new business.
Refer current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.
This description is not meant to be all‑inclusive and may be modified from time to time at the discretion of management.
Requirements
Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence.
Must have a high level of understanding accounting or strong math skills.
High degree of critical thinking; ability to problem‑solve when the answer is not readily apparent.
Demonstrated attention to detail, producing outcomes with minimal errors.
Ability to adapt well to change in direction and priority in a fast‑paced environment.
Ability to demonstrate advanced level proficiency with a variety of technology, including MS Office.
Knowledge of Agency Management Systems; Applied Epic a plus.
Able to function independently and as part of a team.
Complies with continuing education requirements for agent licensing as well as professional designations.
Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
Education / Experience
Bachelor’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required.
Hold and maintain appropriate state Property and Casualty Insurance License for South Carolina.
Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations).
Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
California Residents Learn more about Recruitment Fraud Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr
Department Commercial Lines (Condo/Home Associations/Hospitality)
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than twenty countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
About The Role This position will have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day‑to‑day service needs of our clients and constantly working toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up‑selling of limits/coverages and by providing extraordinary client service.
Responsibilities
Establish and maintain a strong relationship and assist the client advisors in making decisions on account updates and coverage for accounts ranging from mid‑size to large accounts with moderate complexities.
Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if the carrier is the best fit while considering coverage, protection, and cost.
Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance perspective to decide upon the “best” way to manage the customer’s risk.
Provide day‑to‑day service, anticipate customer needs, and respond to client issues/questions in a timely manner.
Handle initial report of claims and follow up to ensure that the claim is properly progressing and customers’ needs are being met.
Monitor carrier activities to ensure they fulfill their responsibilities to the customer (policy endorsements, claims, etc.).
Complete account reviews.
Attempt to round out each customer’s insurance portfolio, including the solicitation of additional commercial and personal lines insurance where applicable and maintain customer records in accordance with procedures.
Keep customers up to date on pending changes in the insurance world that may impact their coverage.
Assist or complete other tasks as directed by platform management.
Provide timely, professional, accurate communication to client, team, and carrier representatives.
Keep and maintain confidentiality of client records and communication.
Seek referrals from clients and follow through to help generate new business.
Refer current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.
This description is not meant to be all‑inclusive and may be modified from time to time at the discretion of management.
Requirements
Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence.
Must have a high level of understanding accounting or strong math skills.
High degree of critical thinking; ability to problem‑solve when the answer is not readily apparent.
Demonstrated attention to detail, producing outcomes with minimal errors.
Ability to adapt well to change in direction and priority in a fast‑paced environment.
Ability to demonstrate advanced level proficiency with a variety of technology, including MS Office.
Knowledge of Agency Management Systems; Applied Epic a plus.
Able to function independently and as part of a team.
Complies with continuing education requirements for agent licensing as well as professional designations.
Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
Education / Experience
Bachelor’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required.
Hold and maintain appropriate state Property and Casualty Insurance License for South Carolina.
Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations).
Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
California Residents Learn more about Recruitment Fraud Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr