Personal Insurance Account Manager

About 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 have grown from $38 million to $4.3 billion in revenue in just over ten years. 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:

The primary function of this position is to meet the overall insurance needs of our clients. The Personal Lines Account Manager must provide prompt, accurate, professional services to our clients, producers, vendors, and company employees to maintain and grow our personal lines book of business.
This position is open to partial remote or fully remote work for someone with proven and demonstrated work ethic and remote performance. Local candidates are encouraged to apply.

Principal Responsibilities:

• Provide advice and counsel on personal lines matters to an assigned book of business.

• Meet daily servicing needs of our clients.

• Evaluate prospect’s current insurance coverages and offer alternatives based on coverage and price. Present proposals and finalize sales.

• Remarket existing clients as directed by management or client need.

• Review and process endorsements, renewal and cancellations and ensure they are properly issued.

• Produce insurance ID and evidence of insurance as needed.

• Quote and issue new business through account rounding and/or referral networks.

• Work assigned activities and tasks in a timely manner.

• Ensure accuracy of policy documents and maintain up-to-date client records.

Required Education and Experience:

3-5+ years of personal lines experience within an independent agency setting. Property and Casualty Producer license is required.

Additional Qualifications:

• Must be organized and detail oriented with excellent verbal and communication skills.

• A positive, team-oriented attitude is necessary.

• Ability to work independently and self-motived.

• Strong sense of initiative with a proven ability to resolve complex issues.

• Proficient with Microsoft Office products.

• Experience working on Applied ‘Epic’ system is required.

• Having a working knowledge of the insurance companies we represent is a plus.

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.