High Net Worth / Personal Lines Insurance Account Manager - Private Client Division

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:
Responsible for the overall management of Private Client Personal Lines accounts including educating clients about insurance needs and policy coverages, marketing coverage and pricing options, and assisting clients with making coverage changes; assists producers in closing new business opportunities and identifying account rounding and cross-sell opportunities for existing 
accounts; must be knowledgeable in complex personal lines coverages, be familiar with insurance company underwriting guidelines and appetite, and must maintain a good rapport with clients, company underwriters, and the rest of their client service team
Responsibilities:

• Manage current and prospective client servicing processes in total - from assessment, application, consulting, marketing, proposing, educating and binding, to all day-to-day client and carrier transactions

• Round-out clients' personal lines coverage and look for cross selling opportunities in other disciplines (i.e. employee benefits and commercial lines)

• Develop, implement, and monitor client Service Plans where warranted.

• Prepare and deliver Stewardship Reports in conjunction with the client team where warranted.

• Document first reports of claims, when necessary

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management

Education/Training / Experience/ Special Skills and Abilities:

• License/Certification 2-20

• Must be a self-starter, imaginative and creative with good communication skills, both verbal and written..

• High School Diploma (or equivalent)                                     

• Five (5) years minimum experience as personal lines account manager/ customer service representative preferred. 

• Should have thorough understanding of personal insurance / high-net-worth underwriting and coverages.

• Experience with clientele in the state of Florida preferred.

• Able to learn agency automation systems and internet programs as required. 

• Must have the ability to read, understand, and interpret policy change requests and communicate the request clearly to the insurance company. 

• Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff. 

• Able to interact with others effectively, cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Parental Leave

• Generous time away

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.

To learn more, visit www.Acrisure.com or follow us on LinkedIn.

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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. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.