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Acrisure LLC

Account Manager-Personal Lines

Acrisure LLC, California

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Account Manager-Personal Lines

Account Manager-Personal Lines

Locations: COMMERCE TOWNSHIP, MI; WALLED LAKE, MI; FARMINGTON, MI; WATERFORD, MI; 30555 SOUTHFIELD ROAD, STE 305 - SOUTHFIELD, MI

Time Type: Full time

Posted on: Posted 3 Days Ago

Job Requisition ID: JR107099

Acrisures Midwest Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. Their entrepreneurial spirits drove the partnership that led the Acrisure Midwest Division to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker, providing a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines, and employee benefits insurance, real estate services, cyber services, and asset and wealth management.

About The Role

Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages, and by providing extraordinary client service.

Responsibilities:

  • Develop and maintain a Book of Business that is profitable for the platform and carriers.
  • Provide timely, professional, accurate communication to clients, team, carrier representatives, and underwriters.
  • Work with clients in making appropriate limit and coverage changes; inform and educate clients about coverage, exclusions, and exposures, and consistently document in the agency management system.
  • Complete all transactions, paperwork, mail, and internal processing for accounts.
  • Prequalify insurance prospects for insurability and quality of risk.
  • Survey loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
  • Complete applications and related documentation for submission to companies.
  • Verify accuracy of all endorsements and policies.
  • Complete account renewal review meetings and make recommendations to clients to provide them with effective coverage and/or more competitive pricing.
  • Market account renewals and negotiate with company underwriters.
  • Collect applicable down payments from clients for purchases of new and upgraded coverages and obtain signatures on all applications and supporting documentation for clients.
  • Keep and maintain confidentiality of client records and communication.
  • Seek referrals from clients and follow through to help generate new business.
  • Refer current and prospective clients to Benefits Department and Commercial Insurance for solicitation of those lines of business.
  • Coach and mentor junior members of the personal lines, may lead team meetings and initiatives.
  • Comply with agency standards, policies, and procedures.

Requirements:

  • Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
  • Must have a high level of understanding accounting or strong math skills.
  • High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
  • Demonstrated attention to detail, producing outcomes with minimal errors.
  • Ability to adapt well to change in direction and priority in a fast-paced environment.
  • Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
  • Knowledge of Agency Management Systems; Applied Epic a plus.
  • Able to function independently and as part of a team.
  • Complies with continuing education requirements for agent licensing as well as professional designations.
  • Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Education/Experience:

  • Bachelors degree and/or 5+ years personal insurance experience or recognized equivalent is required.
  • Hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain within three (3) months of hire date.
  • Maintain professional designations (CISR elite, AINS).
  • Initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations).

Physical Demands:

  • Moderate stress due to regular deadlines and daily challenges.
  • High finger dexterity while typing documents and forms.
  • Occasionally lift up to 20 lbs.

Work Environment:

  • Work environment is a temperature-controlled, non-smoking office.
  • The noise level in the work environment is usually moderate.

Benefits & Perks:

  • Competitive Compensation
  • Industry-Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Opportunities for Growth
  • Educational Resources
  • Generous time away

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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