Personal Lines High Net Worth Account Manager
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Job Location:
Wallingford, CT - USA
Monthly Salary:
$ 70000 - 90000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
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 twelve years Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership accountability and collaboration we equip our teams to work at the highest levels possible.
Job Summary:
The Personal Lines Account Manager for High-Net Worth is responsible to conduct annual reviews of clients insurance program stay current on changes in clients lifestyle that impact their risk profile and coverages negotiate with carriers on clients behalf discuss any potential risks and recommend appropriate coverages including proposal of any changes/updates and provide overall stewardship of risk management solutions for clients.
Responsibilities:
Successfully manage own book of business through developing maintaining and expanding outstanding relationships with clients and successfully addressing their business needs.
Review exposures and current insurance program for assigned clients
Determine if current carrier is the best fit to address the clients needs including coverage protection and cost effectiveness
Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs
Provide daily service anticipate customers needs and respond to client questions and issues in a timely and consultative manner
Keep customers up to date on pending changes in the insurance world that may impact their insurance coverage
Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements to be quoted & accurately issued on a timely basisclaims being handled properly and accurately on a timely basis etc.)
Complete account reviews
Keep aware of and provide best in class account management to ensure optimization of customer experience operational efficiencies etc. and share feedback with producers regarding potential opportunities.
Ensure processes are followed on a timely basis to support business needs including but not limited to coverage review process work in EPIC and ensure all umbrella policies are updated to maintain comprehensive coverage
Identify and communicate any exclusions or changes to clients policies as well as any potential for mitigating options.
Remain informed and educated regarding all insurance companies marketplace changes coverages exclusions and options to provide the best possible service between cost and coverage while maintaining protection for each client.
Education/Experience:
3-5 years of prior insurance industry experience with High Net Worth clientele is preferred
Associates Degree or higher is desired or equitable experience
Property & Casualty license required
Proficient working knowledge of Microsoft Office including Outlook Excel Word and PowerPoint
Proficient computer skills with agency management software systems preference for experience with APPLIED EPIC
Requirements:
Strong organizational and effective time management skills along with a demonstrated attention to detail
Communicates and interacts professionally and effectively with all levels of management employees and clients; Must have strong interpersonal and communication skills and be solution focused
Ability to establish credibility and develop strong relationships with internal stakeholders through ethics integrity professionalism and mutual respect
Must demonstrate a high level of initiative be a team player and display resourcefulness to find win-win solutions whenever possible
#LI-LS1
Pay Details:
The base compensation range for this position is $70000 - $90000. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity.Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.
Why Join Us:
At Acrisure were building more than a business were building a community where people can grow thrive and make an impact. Our benefits are designed to support every dimension of your life from your health and finances to your family and future.
Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks including:
Physical Wellness: Comprehensive medical insurance dental insurance and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race color religion sex national origin disability or protected veteran status. Applicants may request reasonable accommodation by contacting .
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome your new opportunity awaits you.
Required Experience:
Manager
Key Skills
About Company
Acrisure connects ambitious people and entrepreneurs with the insurance and business solutions they need for success.
