REMOTE Personal Insurance Account Manager - West Platform

Job Description

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:

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, upselling 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.

• 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.

• The ability 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.

#LI-REMOTE

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Pay Details:

Annual Salary: $65,000 - $85,000

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.