Acrisure
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Account Manager - Personal Lines
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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 19,000 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. 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 client, team, carrier representatives and underwriters. Works with clients in making appropriate limit and coverage changes; informs and educates clients about coverage, exclusions and exposures and consistently documents in the agency management system. Completes all transactions, paperwork, mail, and internal processing for accounts. Prequalifies insurance prospects for insurability and qualify of risk. Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients. Completes applications and related documentation for submission to companies. Verifies accuracy of all endorsements and policies. Completes account renewal reviews meetings and makes recommendations to client to provide them with effective coverage and/or more competitive pricing. Markets account renewals and negotiates with company underwriters. Collects applicable down payments from clients for purchases of new and upgraded coverages and obtains signatures on all applications and supporting documentation for clients. Keep and maintain confidentiality of client records and communication. Seeks referrals from clients and follows through to help generate new business. Refers 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:
Bachelor’s degree and/or 5+ years personal insurance experience or recognized equivalent is required. Hold and maintain appropriate state Property and Casualty Insurance License. Maintain professional designations (CISR elite, AINS) Initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations) 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 Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success. We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination. Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com. 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. 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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Account Manager - Personal Lines
role at
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 19,000 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. 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 client, team, carrier representatives and underwriters. Works with clients in making appropriate limit and coverage changes; informs and educates clients about coverage, exclusions and exposures and consistently documents in the agency management system. Completes all transactions, paperwork, mail, and internal processing for accounts. Prequalifies insurance prospects for insurability and qualify of risk. Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients. Completes applications and related documentation for submission to companies. Verifies accuracy of all endorsements and policies. Completes account renewal reviews meetings and makes recommendations to client to provide them with effective coverage and/or more competitive pricing. Markets account renewals and negotiates with company underwriters. Collects applicable down payments from clients for purchases of new and upgraded coverages and obtains signatures on all applications and supporting documentation for clients. Keep and maintain confidentiality of client records and communication. Seeks referrals from clients and follows through to help generate new business. Refers 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:
Bachelor’s degree and/or 5+ years personal insurance experience or recognized equivalent is required. Hold and maintain appropriate state Property and Casualty Insurance License. Maintain professional designations (CISR elite, AINS) Initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations) 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 Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success. We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination. Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com. 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. 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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