Commercial Lines Account Manager - Insurance - REMOTE
Work At Home Vintage Experts, Sugar Land, TX, United States
Position Overview
The Placement Specialist will market property and casualty insurance programs on prospective accounts for small to middle market accounts. This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business.
Responsibilities Responsibilities include maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals. Communicate effectively within the team environment, inclusive of the producer and Segment Leader. Review insurance policies and contracts and make recommendations for improvement. Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: insurance specifications for each line of coverage, Acord applications using firm's agency management system, loss summaries, prospect profile, exposure schedules, etc. Attend prospects and proposal meetings with producer, as needed. Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary. Answer prospect and carrier phone calls. Maintain familiarity and working relationship with various insurance companies and wholesalers. Handle confidential and non-routine information. Abide by and maintain all licensing requirement, including continuing education. Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. Work independently and within a team on special and nonrecurring and ongoing projects.
Qualifications Requirements include excellent phone etiquette, written and verbal communication, presentation and interpersonal skills. Able to work with minimum supervision; able to accept direction on given assignments. Proficient with MS Office Products including a high knowledge of Excel and Word. Strong organizational skills and ability to handle multiple tasks and prioritize work. Demonstrated flexibility and adaptability to changing priorities and deadlines. Strong attention to detail to ensure document accuracy. Able to work effectively in a team environment with strong customer service skills. Experience with a broker/agent, including marketing small to middle market accounts to carriers; excellent knowledge of the markets. Strong knowledge of all basic P&C coverages. Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
Education & Experience Education and experience include minimum 3-5 years relevant Commercial Lines experience required, college degree preferred. Licensed in property and casualty insurance required. Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU- preferred. Experience with Epic preferred.
Candidate Expectations Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Benefits Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits include:
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
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.
Equal Opportunity Employer 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.
Verification Process Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
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Responsibilities Responsibilities include maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals. Communicate effectively within the team environment, inclusive of the producer and Segment Leader. Review insurance policies and contracts and make recommendations for improvement. Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: insurance specifications for each line of coverage, Acord applications using firm's agency management system, loss summaries, prospect profile, exposure schedules, etc. Attend prospects and proposal meetings with producer, as needed. Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary. Answer prospect and carrier phone calls. Maintain familiarity and working relationship with various insurance companies and wholesalers. Handle confidential and non-routine information. Abide by and maintain all licensing requirement, including continuing education. Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. Work independently and within a team on special and nonrecurring and ongoing projects.
Qualifications Requirements include excellent phone etiquette, written and verbal communication, presentation and interpersonal skills. Able to work with minimum supervision; able to accept direction on given assignments. Proficient with MS Office Products including a high knowledge of Excel and Word. Strong organizational skills and ability to handle multiple tasks and prioritize work. Demonstrated flexibility and adaptability to changing priorities and deadlines. Strong attention to detail to ensure document accuracy. Able to work effectively in a team environment with strong customer service skills. Experience with a broker/agent, including marketing small to middle market accounts to carriers; excellent knowledge of the markets. Strong knowledge of all basic P&C coverages. Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
Education & Experience Education and experience include minimum 3-5 years relevant Commercial Lines experience required, college degree preferred. Licensed in property and casualty insurance required. Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU- preferred. Experience with Epic preferred.
Candidate Expectations Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Benefits Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits include:
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
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.
Equal Opportunity Employer 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.
Verification Process Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
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