Insurance Personal Lines Account Manager

About Acrisure:

A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together we connect 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 19000 colleagues in more than 20 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 a passion for delivering results.

Responsibilities:

Perform daily service on assigned task by Producers and/or Account Executives with the agencys 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.

• CPCU or special training course completion a plus.

Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.

Benefits and Perks:

• Competitive compensation

• Flexible vacation policy paid holidays and paid sick time

• Medical Insurance Dental Insurance and Vision Insurance (employee-paid)

• Company-paid Short-Term and Long-Term Disability Insurance

• Company-paid Group Life insurance

• Company-paid Employee Assistance Program (EAP) and Calm App subscription

• Employee-paid Pet Insurance and optional supplemental insurance coverage

• Vested 401(k) with company match and financial wellness programs

• Flexible Spending Account (FSA) Health Savings Account (HSA) and commuter benefits options

• Paid maternity leave paid paternity leave and fertility benefits

• Career growth and learning opportunities

• and so much more!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

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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 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.