About Acrisure
Acrisure is a fintech financial services leader and among the worlds top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.
Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisures massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary:
IBTX Insurance specializes in risk management and insurance solutions. Empowered with innovative thinking, their experienced professionals deliver creative solutions to proactively manage risk, mitigate exposure and consequences, and minimize financial and human impact. They are among the largest independent brokers in the Southwest with a mission to instill confidence in our clients.
IBTX, an Acrisure agency partner, has a current need for a full-time Select Commercial Marketing Account Manager. The role of this individual is the support of the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage, and programs to facilitate client retention and the production of agency revenue.
This individual will sit remotely but must reside in the Addison/San Antonio/Bulverde area.
Essential Duties and Responsibilities:
- Participate in marketing strategy with sales and service team to establish clear marketing strategy and timeline
- Prepare marketing submissions in accordance with IBTX guidelines and effectively communicate with underwriters and internal staff critical updates as needed
- Identify and leverage all marketing resources to include carrier direct appointments, wholesalers, and brokers, and Acrisure resources
- Utilize internal/external quoting platforms when needed
- Identify and recommend additional lines of coverage or enhancements in coordination with the sales/service team and/or client
- Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue
- Prepare proposal of coverage options to sales team/client for presentation
- Prepare premium finance contracts and company financing as needed
- Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding
- Assist in the cross-sell and rounding out of accounts
- Develop and maintain client relationships
- Consulting with clients regarding their total cost of risk
- Provide solutions and IBTX service recommendations to clients to address their business and insurance needs
- Maintain complete and accurate client and policy information in agency management system(s)
- Provide consistent and effective feedback to department and executive leadership related to carrier submission interaction, successes, and concerns
- Provide mentorship and training to other team members through active engagement in team and department meetings
- Perform other duties as required and/or assigned
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
- High school diploma or equivalent
- Valid Property & Casualty Insurance License, required
- Minimum 3 years of experience in Property & Casualty Insurance, preferably in a similar role, with at least 2 years in agency roles
Other Qualifications:
- Ability to effectively communicate in both verbal and written formats, externally and internally
- Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position
- Ability to author routine reports and correspondence
- Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.
- Ability to anticipate and solve practical problems or resolve issues
- Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
- Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities
- Strong attention to detail and good proofreading skills
- Excellent skills in reliability, initiative, and stress tolerance
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate stress due to regular deadlines and daily challenges
- High finger dexterity while typing documents and forms
- Occasionally lift up to 20lbs
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- This position is primarily a Remote position
- Occasional in office meetings required
- Occasional travel to clients as required
- Occasional overtime as required
We offer a competitive salary and a comprehensive benefits package which includes Medical, Prescription, Dental, Paid Time Off and 401k plan.
IB-TX is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisures Human Resources Talent Department.