Account Manager - Personal Lines

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.

*This description is not meant to be 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. 

• 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.

• Bachelor’s degree’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)

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Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

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.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.