Personal Lines Insurance Account Manager

Reposted 20 Days Ago
Be an Early Applicant
3 Locations
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Manage personal lines insurance accounts by ensuring accurate documentation, processing renewals, addressing client inquiries, and underwriting business while ensuring compliance with industry regulations.
Summary Generated by Built In

Key Responsibilities: 

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

  • Review and process policy renewals, endorsements, and cancellations. 

  • Proactively address & promptly respond to client inquiries, resolve issues and provide expert advice. 

  • Underwrite new and renewal business. 

  • Prepare quotes for existing & new clients, as well as carry through to policy issuance with the carrier. 

  • Coordinate with underwriters and carriers to secure the best coverage and pricing for clients. 

  • Assist clients with claims processing and follow up to ensure satisfactory resolution. 

  • Identify opportunities for cross-selling and up-selling additional insurance products. 

  • Perform other specific duties as assigned by management. 

Compliance and Documentation: 

  • Ensure compliance with industry regulations and company policies. 

  • Maintain accurate and organized documentation for all client interactions and transactions. 

Experience: 

  • Candidates should have a Bachelor’s degree and at least 5 years of previous experience in Personal Lines Insurance, however, appropriate experience may be substituted. 

  • Works well in a team environment. Frequently communicates with other team members, management and carriers. 

  • Must be comfortable in a paperless work environment. 

Certifications: 

  • Must possess a P&C Insurance License

Skills: 

  • Excellent communication and interpersonal skills. 
  • Strong organizational, time-management and multi-task skills. 
  • Proficiency in Microsoft Office 365, EPIC, carrier websites and other software. 
  • Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance. 
  • Knowledge of Texas insurance regulations and the TX Registry of Motor Vehicles processes. 
  • Must be comfortable in a paperless work environment. 

Benefits & Perks:

  • Competitive Compensation
  • Industry Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Offering hybrid work option           
  • Opportunities for Growth
  • Parental Leave
  • Generous time away

#LI-EG1

#LI-Hybrid

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.

Top Skills

Epic
Microsoft Office 365
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The Company
HQ: Grand Rapids, Michigan
3,983 Employees

What We Do

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 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 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. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

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