Acrisure LLC
Overview
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Account Manager-Personal Lines
role at
Acrisure Acrisure is seeking an Account Manager to join the growing team in Commerce, MI. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery. Responsibilities
Develop and maintain a Book of Business that is profitable for the platform and carriers. Provide timely, professional, accurate communication to client, 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 reviews meetings and make recommendations to client 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. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. Qualifications
Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. 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. Attention to detail, producing outcomes with minimal errors. Ability to adapt well to change in direction and priority in a fast-paced environment. 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) and initiate/maintain advanced designations (API, AIS, CIC, or other). Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. 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 American Privacy and Equal Opportunity notices apply. Acrisure is an equal opportunity employer and does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, disability, veteran status, or any other protected status. California residents can learn more about our privacy practices for applicants at Acrisures privacy policy. #J-18808-Ljbffr
Join to apply for the
Account Manager-Personal Lines
role at
Acrisure Acrisure is seeking an Account Manager to join the growing team in Commerce, MI. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery. Responsibilities
Develop and maintain a Book of Business that is profitable for the platform and carriers. Provide timely, professional, accurate communication to client, 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 reviews meetings and make recommendations to client 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. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. Qualifications
Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. 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. Attention to detail, producing outcomes with minimal errors. Ability to adapt well to change in direction and priority in a fast-paced environment. 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) and initiate/maintain advanced designations (API, AIS, CIC, or other). Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. 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 American Privacy and Equal Opportunity notices apply. Acrisure is an equal opportunity employer and does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, disability, veteran status, or any other protected status. California residents can learn more about our privacy practices for applicants at Acrisures privacy policy. #J-18808-Ljbffr