Personal Lines Account Manager

CLIENT-FACING EXPECTATIONS

• Establish credibility by developing sustainable relationships with client personnel and main day-to-day contacts and to be recognized as a trusted advisor by clients, Mid Atlantic leadership, and peers
• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs
• Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc.
• Understand client’s business goals, how they measure success, and how we can help them achieve and track such goals.
• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client

ESSENTIAL DUTIES & RESPONSIBILITIES

• Provide a high level of service to clients in a specialized industry, continuously looking for more points of engagement and more ways MA as an organization can plug in with the client.
• Responsible for maintaining timeline and process during renewal cycle, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Collaborate with Team Lead to set the marketing/renewal strategy and execute on the agreed upon strategy.
• Coordinate calls and meetings with client such as renewal presentations, but also pre-renewal calls to set client’s expectations for the renewal, provide updates on the marketplace, and communicate proposed strategy with client.
• Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages.
• Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year.
• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Collaboration & Communication within practice group to address any emerging risks, carrier issues, etc. that need to be addressed 

Review policies and endorsements for accuracy; report errors to insurance company to correct

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.
 

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