Account Manager - Personal Lines
Account Manager - Personal Lines
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Salary Not Disclosed
1 Vacancy
Job Description
Job Title: Account Manager Personal Lines
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 role involves managing client relationships within the insurance industry ensuring smooth communication and providing exceptional service throughout various stages of the insurance lifecycle. This includes overseeing policy renewals offering underwriting support assisting with policy servicing and keeping clients informed about industry trends. Additionally this position plays a key role in identifying growth opportunities for the agency by crossselling products all while maintaining accurate records and ensuring compliance.
Key Responsibilities:
Client communication:
Answering client questions providing policy explanations addressing concerns and maintaining regular contact to understand evolving business needs.
Renewal process:
Analyzing upcoming policy renewals comparing quotes from different carriers negotiating premiums and recommending optimal coverage options to clients.
Policy servicing:
Processing endorsements certificate of insurance requests billing inquiries and policy changes as needed.
Underwriting support:
Collaborating with underwriters to gather necessary information assess risks and ensure accurate policy placement.
Market analysis:
Staying informed about industry trends carrier updates and legislative changes to make informed recommendations to clients.
Account rounding:
Identifying opportunities to crosssell additional insurance products to existing clients.
Documentation and reporting:
Maintaining detailed client files updating agency management systems and generating reports for management.
Qualifications:
PC licensed for at least 5 years with 5 years experience.
Must have experience with Personal Lines for at least 5 years.
Must be well versed in CA insurance market and reflect proficiency with CA Fair Plan DIC and current trending markets (underwriting guideline quoting binding and endorsements).
In depth coverage knowledge and understanding.
Background as an independent insurance agent is required.
Experience with Epic is a plus but not required.
Proficient in communication skills (written and verbal).
Must be able to work 85pm PST MondayFriday.
Working knowledge and proficiency with Microsoft 365 Teams.
Ability to work in a fastpaced environment
Ability to work independently adapt to change and be resourceful is key in this role.
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
#LIVM1
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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/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 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.
Required Experience:
Manager
Employment Type
Full-Time
