Personal Lines Account Manager
Costa Mesa, CA - USA
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:
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 tasks by Client Advisor and/or Account Executives with Acrisures written procedures
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
Collect renewal data on assigned accounts
Claims support
Review new/renewal policies and endorsements to ensure items were received as ordered
Maintainaccuracyof 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 policies for mutual clients
Keep Client Advisors informed of all important activities on their accounts including potential problems
Stay current withindustry trendsthrough educational seminars and classes for skill improvement 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 assigned including back-up duties
Requirements
Excellent computer skillsand ability to learn agencyautomation systemsand other internet programs
Proficient in Windows-basedoperating systemsandMicrosoft Office products(WordExcel Outlook)
Strongtypingskills
Effective communication skills strongorganizational skills attention to detail
Ability to read understand and interpret policy change requests and communicate clearly with insurance companies
Ability to communicate orally and in writing to explain complex issues and respond appropriately
Ability to respond to multiple requests effectively and delegate work efficiently
Strong interpersonal skills and ability to cooperate and contribute to company goals
Educationand Experience:
High School diploma or equivalent required
Valid Property & Casualty License required
1 year Personal Lines Account Manager experience with 2 years of experience as a Support Associate required
Minimum 3 years Personal Lines Account Manager experience preferred
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Pay Details:
The base compensation range for this position is $77450 - $104500. 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
About Company
Acrisure connects ambitious people and entrepreneurs with the insurance and business solutions they need for success.