Senior High Net Worth Personal Lines Insurance Account Manager

Job Title: Senior Account Manager

Department: High Net Worth - Personal Lines

Location: Remote in Florida, based out of Miami

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 Account Manager is responsible for the overall management of HNW PL 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 to their client service team. A HNW PL Account Manager is committed to delivering a consistently impeccable experience.

Responsibilities:

• Advise and assist clients by explaining coverage options /exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.

• Provide in-house customer service to clients as assigned.

• Perform renewal reviews, including recommendations for improved coverage, remarketing with other carriers and soliciting additional lines to round out accounts.

• Provide reactive service and solicit additional lines to round out the account where applicable.

• Procure quality new business by soliciting additional lines of coverage on existing clients. Pre-qualify and analyze client’s exposures to determine acceptability and placement. Prepare quotes, proposals and complete applications, including all supplemental forms, in accordance with the carrier and agency guidelines.

• Initiate renewal reviews and re-market as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the account. Present schedules of insurance and carefully review changes in exposure to avoid potential E&O issues.

• Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.

• Review renewals to determine if non-standard policies can be re-written in a standard market. Prepare re-write applications.

• Maintain client accounts on agency automation system, document conversations, properly attach documents in ImageRight, send confirmation to insured’s and adhere to all other automation procedures that are or become established. Maintain follow-up and task system for outstanding orders and correspondence.  Respond to carrier requests for additional information in a timely manner to avoid potential E&O issues.

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

Requirements:

• License 2-20

• High School Diploma (or equivalent)

• Proficient in the use of EPIC

Education/Experience:

•  Ten (10) years minimum experience as personal lines account manager/ customer service representative required.

•  Effective communication skills, strong organizational skills, attention to detail, and ability to respond to requests effectively and efficiently.

•  Must have excellent computer skills and the ability to learn any other automation/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.

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