What are the responsibilities and job description for the Account Manager - Personal Lines position at Acrisure?
Job Description
Personal Lines Account Manager able to manage a book of business at an independent insurance agency. Proficient in agency management software, excellent communication skills, and familiar with comparative raters. Responsible for retaining current clients, writing new business that is referred to us, and customer service requests.
Essential Duties and Responsibilities:
Leading renewal process (obtaining quotes, creating proposals, preparing
applications, etc.)
Issuing auto ID cards & certificates of insurance etc.
Identifying opportunities to enhance coverages
Inside service including quoting and writing business for new and existing
accounts
Taking payments from customers/upload to appropriate company website
Handle and oversee account renewals, remarkets, endorsements, billing and
claims
Review accounts for current, accurate coverage and cross selling
Primary contact for clients
Answer calls & email inquiries & perform insurance related functions
Maintaining account files & documentations
Preparing & submitting policy change requests
Marketing of Insurance Products
This description is not meant to be all-inclusive and may be modified from time to time at
the discretion of management.
Education/and or Experience:
High school diploma or the recognized equivalent, required
3-5 year of related insurance P & C insurance experience, required
P &C insurance license
Intermediate knowledge of Microsoft Word, Excel, Outlook and EPIC
Other Qualifications:
Able to work independently and enjoy a high degree of interaction with team
members
Ability to learn & comprehend multiple carrier/underwriting guidelines
Ability to contribute to a collaborative environment by consistently
demonstrating teamwork, high motivation, positive behavior and effort to achieve
goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrates excellent time management and prioritization skills
The ability to multitask, prioritize, work independently, and use discretion
surrounding sensitive information
Leading renewal process (obtaining quotes, creating proposals, preparing
applications, etc.)
Issuing auto ID cards & certificates of insurance etc.
Identifying opportunities to enhance coverages
Inside service including quoting and writing business for new and existing
accounts
Taking payments from customers/upload to appropriate company website
Handle and oversee account renewals, remarkets, endorsements, billing and
claims
Review accounts for current, accurate coverage and cross selling
Primary contact for clients
Answer calls & email inquiries & perform insurance related functions
Maintaining account files & documentations
Preparing & submitting policy change requests
Marketing of Insurance Products
This description is not meant to be all-inclusive and may be modified from time to time at
the discretion of management.
Education/and or Experience:
High school diploma or the recognized equivalent, required
3-5 year of related insurance P & C insurance experience, required
P &C insurance license
Intermediate knowledge of Microsoft Word, Excel, Outlook and EPIC
Other Qualifications:
Able to work independently and enjoy a high degree of interaction with team
members
Ability to learn & comprehend multiple carrier/underwriting guidelines
Ability to contribute to a collaborative environment by consistently
demonstrating teamwork, high motivation, positive behavior and effort to achieve
goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrates excellent time management and prioritization skills
The ability to multitask, prioritize, work independently, and use discretion
surrounding sensitive information
- This position will require 4-5 days in the office. Locations considered would be Tracy, Aliso Viejo, Roseville, Ontario or Los Alamitos.
Pay Details:
Annual Salary: $60,000 - $65,000
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.
Salary : $60,000 - $65,000
