Acrisure LLC
About The Role
This position is being posted due to anticipated future need for account servicing of high-net-worth clients. Job Description
Reporting to the Personal Lines High Net Worth Team Lead, the Personal Lines Account Manager for High Net Worth is responsible to conduct annual reviews of clients insurance program, stay current on changes in clients' lifestyle that impact their risk profile and coverages, negotiate with carriers on clients' behalf, discuss any potential risks and recommend appropriate coverages, including proposal of any changes/updates, and provide overall stewardship of risk management solutions for clients. Responsibilities Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs. Review exposures and current insurance program for assigned clients. Determine if current carrier is the best fit to address the clients needs including coverage, protection, and cost effectiveness. Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs. Provide daily service, anticipate customers needs, and respond to client questions and issues in a timely and consultative manner. Keep customers up to date on pending changes in the insurance world that may impact their insurance coverage. Monitor carrier activities to ensure they fulfill their responsibilities to the customer (e.g., policies & endorsements quoted and issued in a timely manner, claims handled properly and timely). Complete account reviews. Maintain best-in-class account management to optimize customer experience and share feedback with producers regarding potential opportunities. Ensure processes are followed on a timely basis to support business needs, including but not limited to coverage review process, EPIC usage, and keeping umbrella policies updated to maintain comprehensive coverage. Identify and communicate exclusions or changes to clients policies and discuss potential mitigating options. Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements
Strong organizational and effective time management skills, with attention to detail. Communicates and interacts professionally and effectively with all levels of management, employees, and clients; strong interpersonal and communication skills; solution focused. Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect. High level of initiative, a team player, and resourceful to find win-win solutions when possible.
Education/Experience
3-5 years of prior insurance industry experience with High Net Worth clientele is preferred. Associates Degree or higher is desired, or equitable experience. Property & Casualty license required. Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint. Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC.
Pay Details
The base compensation range for this position is $65,000 - $85,000. 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 . 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 Acrisures property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department. Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Insurance
Referrals increase your chances of interviewing at Acrisure by 2x Get notified about new Personal Account Manager jobs in Wallingford, CT. Account Manager, Personal Insurance - High Net Worth Wallingford, CT $50,000.00-$65,000.00 1 week ago Senior Account Manager, Contractor Development - New England Greater Hartford $95,000.00-$125,000.00 6 days ago Commercial Roofing National Sales/Account Manager- New Haven, CT Cheshire, CT $90,000.00-$100,000.00 3 weeks ago Hamden, CT $60,000.00-$65,000.00 3 weeks ago Cheshire, CT $65,000.00-$85,000.00 1 month ago Commercial Lines Account Manager (Fully Remote) New Haven, CT $70,000.00-$90,000.00 2 weeks ago Bristol, CT $60,000.00-$80,000.00 3 days ago Hamden, CT $60,000.00-$65,000.00 3 days ago Public Relations Account Manager (B2B Technology, Cybersecurity) Greater Hartford $60,000.00-$90,000.00 1 week ago Commercial Lines Account Manager (Fully Remote) Greater Hartford $70,000.00-$90,000.00 2 weeks ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
This position is being posted due to anticipated future need for account servicing of high-net-worth clients. Job Description
Reporting to the Personal Lines High Net Worth Team Lead, the Personal Lines Account Manager for High Net Worth is responsible to conduct annual reviews of clients insurance program, stay current on changes in clients' lifestyle that impact their risk profile and coverages, negotiate with carriers on clients' behalf, discuss any potential risks and recommend appropriate coverages, including proposal of any changes/updates, and provide overall stewardship of risk management solutions for clients. Responsibilities Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs. Review exposures and current insurance program for assigned clients. Determine if current carrier is the best fit to address the clients needs including coverage, protection, and cost effectiveness. Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs. Provide daily service, anticipate customers needs, and respond to client questions and issues in a timely and consultative manner. Keep customers up to date on pending changes in the insurance world that may impact their insurance coverage. Monitor carrier activities to ensure they fulfill their responsibilities to the customer (e.g., policies & endorsements quoted and issued in a timely manner, claims handled properly and timely). Complete account reviews. Maintain best-in-class account management to optimize customer experience and share feedback with producers regarding potential opportunities. Ensure processes are followed on a timely basis to support business needs, including but not limited to coverage review process, EPIC usage, and keeping umbrella policies updated to maintain comprehensive coverage. Identify and communicate exclusions or changes to clients policies and discuss potential mitigating options. Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements
Strong organizational and effective time management skills, with attention to detail. Communicates and interacts professionally and effectively with all levels of management, employees, and clients; strong interpersonal and communication skills; solution focused. Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect. High level of initiative, a team player, and resourceful to find win-win solutions when possible.
Education/Experience
3-5 years of prior insurance industry experience with High Net Worth clientele is preferred. Associates Degree or higher is desired, or equitable experience. Property & Casualty license required. Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint. Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC.
Pay Details
The base compensation range for this position is $65,000 - $85,000. 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 . 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 Acrisures property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department. Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Insurance
Referrals increase your chances of interviewing at Acrisure by 2x Get notified about new Personal Account Manager jobs in Wallingford, CT. Account Manager, Personal Insurance - High Net Worth Wallingford, CT $50,000.00-$65,000.00 1 week ago Senior Account Manager, Contractor Development - New England Greater Hartford $95,000.00-$125,000.00 6 days ago Commercial Roofing National Sales/Account Manager- New Haven, CT Cheshire, CT $90,000.00-$100,000.00 3 weeks ago Hamden, CT $60,000.00-$65,000.00 3 weeks ago Cheshire, CT $65,000.00-$85,000.00 1 month ago Commercial Lines Account Manager (Fully Remote) New Haven, CT $70,000.00-$90,000.00 2 weeks ago Bristol, CT $60,000.00-$80,000.00 3 days ago Hamden, CT $60,000.00-$65,000.00 3 days ago Public Relations Account Manager (B2B Technology, Cybersecurity) Greater Hartford $60,000.00-$90,000.00 1 week ago Commercial Lines Account Manager (Fully Remote) Greater Hartford $70,000.00-$90,000.00 2 weeks ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr