Personal Lines Account Manager

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.

Job Summary:

Typically expect some professional experience supporting sales in an administrative capacity. Knows and applies the principles of insurance to everyday situations. Typically an individual contributor; works with occasional guidance or direct supervision. Performs more routine responsibilities and are primary points of contact for the clients they oversee. Develops coverage strategy and plan. Account Managers have their own accounts but they may work with simpler or less demanding clients than more experienced managers. Required to have the necessary insurance license(s).

Responsibilities:

• Establish credibility by developing sustainable relationships with client personnel and main daytoday contacts and to be recognized as a trusted advisor by clients Mid Atlantic leadership and peers

• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance alternative risk transfer loss control strategies and claims management programs

• Proactively touch base with clients regarding business performance any problem areas they are experiencing identify more potential engagement points etc

• Understand clients business goals how they measure success and how we can help them achieve and track such goals

• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client

• Provide a high level of service to clients in a specialized industry continuously looking for more points of engagement and more ways MA as an organization can plug in with the client

• Responsible for maintaining timeline and process during renewal cycle inclusive of exposure analysis quote specifications analysis and negotiation of coverage offers and preparation and presentation of coverage proposals

• Collaborate with Team Lead to set the marketing/renewal strategy and execute on the agreed upon strategy

• Coordinate calls and meetings with client such as renewal presentations but also prerenewal calls to set clients expectations for the renewal provide updates on the marketplace and communicate proposed strategy with client

• Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages

• Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year

• Apply problem solving techniques to various issues concerning cancellations claims renewal issues audits receivables carrier issues

• Collaboration & Communication within practice group to address any emerging risks carrier issues etc

• that need to be addressed

• Review policies and endorsements for accuracy; report errors to insurance company to correct

ClientFacing Expectations:

• Establish credibility by developing sustainable relationships with client personnel and main daytoday contacts and to be recognized as a trusted advisor by clients Mid Atlantic leadership and peers

• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance alternative risk transfer loss control strategies and claims management programs

• Proactively touch base with clients regarding business performance any problem areas they are experiencing identify more potential engagement points etc.

• Understand clients business goals how they measure success and how we can help them achieve and track such goals.

• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client

Other Responsibilities:

• Provide a high level of service to clients in a specialized industry continuously looking for more points of engagement and more ways MA as an organization can plug in with the client.

• Responsible for maintaining timeline and process during renewal cycle inclusive of exposure analysis quote specifications analysis and negotiation of coverage offers and preparation and presentation of coverage proposals.

• Collaborate with Team Lead to set the marketing/renewal strategy and execute on the agreed upon strategy.

• Coordinate calls and meetings with client such as renewal presentations but also prerenewal calls to set clients expectations for the renewal provide updates on the marketplace and communicate proposed strategy with client.

• Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages.

• Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year.

• Apply problem solving techniques to various issues concerning cancellations claims renewal issues audits receivables carrier issues.

• Collaboration & Communication within practice group to address any emerging risks carrier issues etc. that need to be addressed

• Review policies and endorsements for accuracy; report errors to insurance company to correct

Requirements:

• Excellent phone etiquette communication and interpersonal skills.

• Able to work with minimum supervision; able to accept direction on given assignments

• Good verbal and written communications skills.

• Knowledge of MS Office Products (Word Excel Outlook).

• Strong organizational skills and ability to handle multiple tasks and prioritize work.

• Demonstrated flexibility and adaptability to changing priorities and deadlines.

• Strong attention to detail to ensure document accuracy.

• Able to work effectively in a team environment with strong customer service skills.

• Experience with a broker/agent including marketing large middle market accounts to carriers; excellent knowledge of the markets.

• Strong knowledge of all basic P&C coverages to include workers compensation general liability and auto.

• Demonstrated superior presentation or relationship skills to present proposals to customers and prospects in this highly Client interactive role.

• Minimum 5 years relevant Commercial Lines experience required.

• High school diploma required and College degree preferred.

• Licensed in property and casualty insurance.

• Continued work towards obtaining an insurance related designation