Account Manager - Personal Lines

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 position offers a dynamic opportunity to contribute to client success through strategic consultation effective relationship management and the innovative use of technology. The Personal Lines Account Manager is responsible for managing and nurturing client relationships to ensure satisfaction retention and growth. This role involves sales and service of insurance products while ensuring retention levels are maintained handling all complaints actioning renewals and overseeing client relationships. The Account Manager will also leverage technology and market insights to enhance service delivery identify cross-selling opportunities and support clients with all their commercial insurance needs.

Key Responsibilities:

1. Client Relationship Management:

• Serve as the primary point of contact for clients managing day-to-day communications and fostering strong long-lasting relationships for assigned book of business.

• Understand client needs and objectives providing strategic recommendations and tailored solutions. Proactivity communicates and coordinates renewals and relationships.

• Maintain timely and accurate updates and changes on policies for assigned customer activity in Agency Management System and related customer engagement software where applicable.

• Maintain consistent and ongoing engagement throughout the customer lifecycle.

2. Strategic Engagement and Execution:

• Implement and monitor data driven and customer tailored marketing or awareness campaigns.

• Ensure customer engagements are valuable drive industry or solution awareness and delivered timely to exceed client expectations.

• Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns.

3. Strategic Planning and Support:

• Contribute to the identification of new opportunities for client growth and expansion of services.

• Share client engagement best practices with peers.

• Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.

4. Coordination and Collaboration:

• Coordinate with internal teams including Digital Marketing Human Resources Compliance and third-party partners.

• Collaborate with the Digital Employee Commercial Team Leader to address any challenges and continuously improve service delivery.

• Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success.

• Drive client adoption of self-service tools and enrollment capabilities.

5. Client Success and Value Delivery:

• Ensure clients receive exceptional value from Acrisures digital services going above and beyond to exceed expectations.

• Promote additional digital services and solutions that can further support client objectives and business growth.

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

• Meet or exceed client retention and satisfaction metrics through a highly consultative and technology first approach.

• Perform other tasks or projects as requested by service team or region leadership.

Requirements:

Required Qualifications

• Strong client management and relationship-building skills with a client-focused approach.

• Excellent communication and presentation skills with the ability to convey complex information clearly and effectively.

• Experience using account management software.

• Ability to multitask across multiple systems and workflows.

• Ability to work collaboratively in a team environment and manage multiple projects simultaneously.

• Creative problem-solving abilities and a passion for customer service.

Preferred Qualifications

• Prior experience and proficiency with Applied Epic

Education and Experience:

Required Qualifications

• Hold applicable insurance licenses

• Minimum of 2 years of experience in account management or a related role and possess and has held a current license for over 1 year.

• Proven experience in managing client relationships and achieving retention targets.

• Experience in remarketing clients across multiple carriers delivering client proposals and providing consultation regarding solutions available.

• Ability to account round and cross sell products to broaden the total client relationship.

Preferred Qualifications

• Bachelors degree in business administration or related field experience

Benefits and Perks:

• Competitive compensation

• Generous 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.

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.

At Acrisure we firmly believe that an inclusive workforce drives innovation creativity and ultimately our collective success.

We recruit hire employ train promote and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about an accommodation or need assistance with completing the application process please email

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at your new opportunity awaits you.

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