Acrisure
Personal Lines Account Manager – Acrisure
Join to apply for the Personal Lines Account Manager role at Acrisure. Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Job Summary
Maintain a high level of client retention by managing the day-to-day service needs of clients and continually work toward strong client relationships. Market and service accounts in accordance with 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 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 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 the accuracy of endorsements and policies. Complete account renewal review meetings and make recommendations to clients for effective coverage and/or 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. Maintain confidentiality of client records and communication. Seek referrals from clients and help generate new business. Refer current and prospective clients to Benefits Department and Commercial Insurance as appropriate. Coach and mentor junior members of the personal lines; may lead team meetings and initiatives. Comply with agency standards, policies, and procedures. Note: This description is not all-inclusive and may be modified from time to time at the discretion of management. Requirements
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. Demonstrated attention to detail, producing outcomes with minimal errors. Ability to adapt to change in direction and priority in a fast-paced environment. 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
Bachelor’s degree or 3+ years of personal insurance experience or recognized equivalent is required. Hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain within three months of hire date. Maintain professional designations (CISR, AINS) and initiate/maintain advanced designations (API, AIS, CIC or others). Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hybrid environment, work may be done in 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 Hybrid work option Opportunities for Growth Educational Resources Generous time away Salary: The base salary range for this position is $45,000 – $75,000 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. Hiring statement: Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Privacy: California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy at www.Acrisure.com/privacy/caapplicant. Note to agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. Unsolicited resumes will be considered Acrisure’s property. Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Industries: Insurance Referral note: Referrals increase your chances of interviewing at Acrisure by 2x.
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Join to apply for the Personal Lines Account Manager role at Acrisure. Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Job Summary
Maintain a high level of client retention by managing the day-to-day service needs of clients and continually work toward strong client relationships. Market and service accounts in accordance with 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 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 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 the accuracy of endorsements and policies. Complete account renewal review meetings and make recommendations to clients for effective coverage and/or 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. Maintain confidentiality of client records and communication. Seek referrals from clients and help generate new business. Refer current and prospective clients to Benefits Department and Commercial Insurance as appropriate. Coach and mentor junior members of the personal lines; may lead team meetings and initiatives. Comply with agency standards, policies, and procedures. Note: This description is not all-inclusive and may be modified from time to time at the discretion of management. Requirements
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. Demonstrated attention to detail, producing outcomes with minimal errors. Ability to adapt to change in direction and priority in a fast-paced environment. 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
Bachelor’s degree or 3+ years of personal insurance experience or recognized equivalent is required. Hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain within three months of hire date. Maintain professional designations (CISR, AINS) and initiate/maintain advanced designations (API, AIS, CIC or others). Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hybrid environment, work may be done in 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 Hybrid work option Opportunities for Growth Educational Resources Generous time away Salary: The base salary range for this position is $45,000 – $75,000 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. Hiring statement: Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Privacy: California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy at www.Acrisure.com/privacy/caapplicant. Note to agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. Unsolicited resumes will be considered Acrisure’s property. Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Industries: Insurance Referral note: Referrals increase your chances of interviewing at Acrisure by 2x.
#J-18808-Ljbffr