Acrisure
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Personal Lines Account Executive
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Acrisure About Acrisure: a global fintech leader that empowers millions of ambitious businesses and individuals with solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. Job Description In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration. Job Summary Our Personal Lines Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that clients are adequately protected. This would involve conducting thorough assessments of a client\'s assets and potential risks and providing recommendations for appropriate insurance coverage. Responsibilities Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance. Review client exposures, loss experience and current coverage and recommend appropriate products and services. Provide proactive day-to-day client service by anticipating and evaluating client\'s needs. Work well independently but also in groups utilizing internal assistant, accounting, marketing and claims resources appropriately. Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible. Deliver outstanding customer service by providing professional, timely and accurate communication. Establish effective relationships with carriers, underwriters, and marketing representatives. Resolve complex service or coverage related issues in partnership with team members and producers. Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible. Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed. Education and Experience 3 - 5 years personal lines insurance experience. Property & Casualty (P&C) License. Proficiency in Microsoft Office-Word & Excel. Excellent verbal & written communication skills. Detail oriented, highly organized and ability to meet deadlines. Customer service oriented with strong problem-solving ability. 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. Pay Details The base compensation range for this position is $75,000 - $84,000. This range reflects Acrisure\'s 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. 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. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. Seniority level: Mid-Senior level Employment type: Full-time Job function: Customer Service, Business Development, and Sales Industries: Insurance Note: This description focuses on the role and responsibilities for the Personal Lines Account Executive position at Acrisure.
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Personal Lines Account Executive
role at
Acrisure About Acrisure: a global fintech leader that empowers millions of ambitious businesses and individuals with solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. Job Description In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration. Job Summary Our Personal Lines Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that clients are adequately protected. This would involve conducting thorough assessments of a client\'s assets and potential risks and providing recommendations for appropriate insurance coverage. Responsibilities Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance. Review client exposures, loss experience and current coverage and recommend appropriate products and services. Provide proactive day-to-day client service by anticipating and evaluating client\'s needs. Work well independently but also in groups utilizing internal assistant, accounting, marketing and claims resources appropriately. Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible. Deliver outstanding customer service by providing professional, timely and accurate communication. Establish effective relationships with carriers, underwriters, and marketing representatives. Resolve complex service or coverage related issues in partnership with team members and producers. Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible. Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed. Education and Experience 3 - 5 years personal lines insurance experience. Property & Casualty (P&C) License. Proficiency in Microsoft Office-Word & Excel. Excellent verbal & written communication skills. Detail oriented, highly organized and ability to meet deadlines. Customer service oriented with strong problem-solving ability. 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. Pay Details The base compensation range for this position is $75,000 - $84,000. This range reflects Acrisure\'s 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. 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. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. Seniority level: Mid-Senior level Employment type: Full-time Job function: Customer Service, Business Development, and Sales Industries: Insurance Note: This description focuses on the role and responsibilities for the Personal Lines Account Executive position at Acrisure.
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