Fully Remote Commercial Lines Account Manager (Keyser Insurance Group)

Acrisure

Houston Texas

United States

Sales
(No Timezone Provided)

At Keyser Insurance Group, an Acrisure Agency Partner, we love taking care of people. You might even say it's our passion. It's why we take time to pour over the details, reading all the fine print - you know, the stuff no one else reads - which helps us design the best insurance strategies the industry has to offer. In everything we do, innovation and execution are always top of mind.

We're looking for a Commercial Insurance guru to deliver top-notch service to clients, and act as their day-to-day contact for troubleshooting issues and help making decisions that will take their business and to the next level. Think of it this way: If this were a crime investigation television show, you'd be the person back at HQ with the weird glasses, a headset and lots of computer monitors doing all the things to make things go smoothly for the team out in the field.

If you want in on that action, we want to talk to you.

What You're Going To Do

  • Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
  • Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers; processes renewals in coordination with sales producers according to agency procedures
  • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
  • Reviews and summarizes marketing results and prepares proposals
  • Finalizes proposals and presentations in coordination with producers
  • Binds insurance coverage and prepares binders and or delegates certificates issuance
  • Reviews policies for accuracy and reviews contracts
  • Prepares summaries and/or schedules of coverage for clients
  • Schedules appointments with clients as requested by sales producers
  • Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
  • Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
  • Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
  • Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
  • Verifies policy and policy change information, facilitating corrections when necessary
  • Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer
  • Work collaboratively with teammates to ensure exceptional client service. One team, one dream is something we say a lot and we mean it
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

The Qualifications You Need
  • High School Diploma or the recognized equivalent is required
  • Minimum 2+ years experience in the Commercial insurance industry or similar role, required
  • State of Michigan or Florida Insurance License, required or willing to obtain within 90 days of hire
  • Demonstrated ability to collaborate with diverse individuals - teammates and clients alike
  • Exceptional verbal and written communication skills
  • Solid proficiency with high-level knowledge of Microsoft Office Suite. You need to know how to work in all of the programs, but Excel is especially important
What We Offer
  • A culture of teamwork, positivity and caring. When we say we love taking care of people, that includes our team, so we work hard at this
  • Benefits and rewards that enable you to:
    • Manage your health;
    • Improve your wellness;
    • Make your financial future more secure;
    • Learn and grow as a professional.
  • Work-life balance that's right for you.
  • A seat at one of 2020's West Michigan's 101 Best and Brightest Companies to Work For.*
  • It doesn't need to be an actual seat. This position can be 100% remote if not located within 30 miles of office. We have offices near Sarasota, FL and various locations in Michigan

Fully Remote Commercial Lines Account Manager (Keyser Insurance Group)

Acrisure

Houston Texas

United States

Sales

(No Timezone Provided)

At Keyser Insurance Group, an Acrisure Agency Partner, we love taking care of people. You might even say it's our passion. It's why we take time to pour over the details, reading all the fine print - you know, the stuff no one else reads - which helps us design the best insurance strategies the industry has to offer. In everything we do, innovation and execution are always top of mind.

We're looking for a Commercial Insurance guru to deliver top-notch service to clients, and act as their day-to-day contact for troubleshooting issues and help making decisions that will take their business and to the next level. Think of it this way: If this were a crime investigation television show, you'd be the person back at HQ with the weird glasses, a headset and lots of computer monitors doing all the things to make things go smoothly for the team out in the field.

If you want in on that action, we want to talk to you.

What You're Going To Do

  • Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
  • Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers; processes renewals in coordination with sales producers according to agency procedures
  • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
  • Reviews and summarizes marketing results and prepares proposals
  • Finalizes proposals and presentations in coordination with producers
  • Binds insurance coverage and prepares binders and or delegates certificates issuance
  • Reviews policies for accuracy and reviews contracts
  • Prepares summaries and/or schedules of coverage for clients
  • Schedules appointments with clients as requested by sales producers
  • Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
  • Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
  • Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
  • Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
  • Verifies policy and policy change information, facilitating corrections when necessary
  • Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer
  • Work collaboratively with teammates to ensure exceptional client service. One team, one dream is something we say a lot and we mean it
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

The Qualifications You Need
  • High School Diploma or the recognized equivalent is required
  • Minimum 2+ years experience in the Commercial insurance industry or similar role, required
  • State of Michigan or Florida Insurance License, required or willing to obtain within 90 days of hire
  • Demonstrated ability to collaborate with diverse individuals - teammates and clients alike
  • Exceptional verbal and written communication skills
  • Solid proficiency with high-level knowledge of Microsoft Office Suite. You need to know how to work in all of the programs, but Excel is especially important
What We Offer
  • A culture of teamwork, positivity and caring. When we say we love taking care of people, that includes our team, so we work hard at this
  • Benefits and rewards that enable you to:
    • Manage your health;
    • Improve your wellness;
    • Make your financial future more secure;
    • Learn and grow as a professional.
  • Work-life balance that's right for you.
  • A seat at one of 2020's West Michigan's 101 Best and Brightest Companies to Work For.*
  • It doesn't need to be an actual seat. This position can be 100% remote if not located within 30 miles of office. We have offices near Sarasota, FL and various locations in Michigan