Lead Account Manager - PL

Job Title: Lead Account Manager Personal Lines

Department: Digital Service Center

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters including Insurance Reinsurance Cyber Services Mortgage Origination and more.

Acrisure employs over 17000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win.

Position Overview:

The Lead Personal Lines Account Manager position is a pivotal role that drives client success through strategic consultation effective leadership and innovative technology utilization. This role is responsible for managing and nurturing key client relationship ensuring satisfaction retention and growth while leading a team to enhance overall service delivery. The Lead Account Manager will also play a crucial role in guiding digital strategy implementation mentoring team members and spearheading business development efforts.

Key Responsibilities:

1. Strategic Client Relationship Management:

• Act as a trusted advisor for clients managing complex accounts with a consultative technologydriven approach.

• Serve as the primary point of contact for clients overseeing daytoday communications and fostering strong longlasting relationships.

• Proactively lead client renewals retention strategies and policy changes ensuring seamless service delivery.

• Maintain accurate and timely updates within the Agency Management System and related customer engagement platforms.

• Develop and implement client engagement strategies throughout the customer lifecycle.

2. Leadership Strategic Engagement & Business Growth:

• Lead and mentor a team of account managers setting best practices and fostering a culture of continuous improvement.

• Develop and execute datadriven client engagement campaigns to maximize retention and crosssell opportunities.

• Analyze market trends and client data to anticipate needs and provide innovative solutions.

• Oversee retention and growth targets leveraging proactive datadrive customer engagement tools.

3. Strategic Planning and Organizational Advancement:

• Identify and develop new opportunities for client growth and expansion of services.

• Establish and implement best practices across the team to enhance efficiency and effectiveness.

• Stay updated with industry trends and best practices to provide clients with cuttingedge solutions and services.

4. CrossFunctional Coordination and Collaboration:

• Work closely with internal teams including Digital Marketing Human Resources Compliance and thirdparty partners to enhance service delivery and efficiency.

• Partner with the Digital Employee Personal Team Leader and key stakeholders to drive innovation in selfservice tools and technology adoption.

• Lead crossfunctional initiatives that integrate the overall digital strategy into the client experience improving automation communication and engagement.

5. Client Advocacy and Value Optimization:

• Serve as a key advocate for client needs ensuring a bestinclass experience and to foster longterm partnerships.

• Promote and implement digital solutions that enhance customer satisfaction and operational efficiencies.

• Drive innovation within client accounts introducing new ideas tools and approaches that enhance the overall client relationship.

• Consistently exceed client retention satisfaction and revenue growth objectives through a proactive hightouch engagement approach.

Qualifications:

Education:

• Bachelors degree in business administration or a related field experience preferred.

• Hold applicable Insurance licenses.

Experience:

• Minimum of 6 years of experience in account management or a related role and possess and has held a current license for over 3 years.

• Proven experience in handling complex accounts crossselling and delivering tailored solutions across multiple carriers.

• Strong background in remarketing clients developing proposals and providing consultative solutions.

Skills:

• Advanced client management and relationshipbuilding skills with a highly clientfocused approach.

• Strong leadership coaching and mentoring abilities.

• Excellent communication and presentation skills capable of simplifying complex information.

• Proficiency in Applied EPIC or similar account management software.

• Ability to multitask across multiple systems and workflows efficiently.

• Ability to work collaboratively in a team environment while managing multiple projects simultaneously.

• Strong problemsolving skills attention to detail and a passion for delivering exceptional customer service.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Educational Resources

• Generous time away