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Overview: In this role you will deliver excellent service to policyholders and prospects, handling inquiries, resolving issues, and proposing solutions within a large construction insurance context. You'll work closely with producers and cross-functional teams to ensure accurate documentation, timely quotations, and policy delivery. The position emphasizes client education on coverage and changes, and maintaining organized records. You will contribute to retention and account optimization while aligning with Acrisure's collaborative, growth-focused culture. Compensation / Benefits Comprehensive medical, dental, and vision insurance Life and disability insurance; fertility benefits; wellness resources Paid time off and holidays; EAP; Calm app subscription 401(k) immediate vesting; HSA and FSA options; commuter benefits Paid maternity/paternity leave and family care options; pet insurance Employee discount programs
Responsibilities:
  • Assist clients with coverage changes in an automated environment and bill accordingly
  • Educate clients on policy coverage, changes, exclusions, and needs
  • Provide technical support to Producers to meet business goals
  • Obtain client signatures and follow up on quotations and policies
  • Manage client documents (binders, certificates, policies, endorsements) and verify accuracy
  • Prepare summaries of insurance, schedules, and proposals for account review
  • Maintain and update electronic/client activity files
  • Verify policy information and correct as needed
  • Process inbound requests and ensure timely responses
  • Handle cancellations and invoicing per agency policy and pursue prompt payments
  • Process carrier cancellations to ensure timely resolution and financial equity
  • Set priorities and manage workflow for accurate processing
  • Maintain professional relationships with clients and colleagues
  • Stay informed on industry, product, legislation, and technology updates
  • Collaborate effectively through good communication and guidance as needed
  • Perform technical tasks to expedite client services
  • Perform other duties as needed
Key requirements:
  • Five (5) or more years Commercial Lines Account Manager experience preferred (or 3+ years)
  • Large Construction clientele experience a plus
  • Active P&C License
  • Experience using Applied Epic strongly preferred
  • On-site presence for collaboration and leadershipcommunicationproblem-solvingrelationship-building
  • Applied Epic
  • Commercial Lines knowledgeinsurance products and services for construction accounts

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Level

Senior L5

Location

Fort Worth, TX

Occupation

Construction Managers

Industry

Insurance Agencies and Brokerages

Posted

3 days ago

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