Insurance Account Manager, Personal Lines - job 2 of 2

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent communication skills, and work with a sense of urgency in meeting client needs. 

Responsibilities:

Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: 

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence. 

• Respond to client inquiries, incoming mail, and company request needs on a timely basis. 

• Insurance marketing and sales. 

• Collect renewal data on assigned accounts. 

• Claims support. 

• Review new/renewal policies and endorsements to insure items were received as ordered. 

• Maintain accuracy of client data in agency management system 

• Document all activities in agency management system 

• Understand and utilize upload, download and interface technology. 

• Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client. 

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management. 

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. 

• Maintain knowledge of current underwriting requirements of contracted insurance carriers 

• Maintain knowledge of policy provisions and any changes in these provisions 

• Complete other functions and assignments as assigned including back-up duties. 

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. 

Requirements:

• Strong organizational skills- ability to discern priority and initiative. 

• Computer skills, specifically Microsoft Word, Outlook and Excel 

• Excellent verbal and written communication skills as well as strong interpersonal skills 

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages. 

• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form. 

Education/Experience:

• High School diploma required.

• Associate Degree or higher preferred. 

• Active Property & Casualty License required.

• 2-5 years experience in a Personal Lines servicing position required.

Benefits & Perks:

• Competitive compensation

• Industry leading healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering Hybrid Work Options

• Opportunities for Growth

• Parental Leave

• Generous Time Away

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

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 Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.