What are the responsibilities and job description for the Account Manager - Personal Lines position at Acrisure?
Job Title: Account Manager – Personal Lines
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.
Position Overview:
The role involves managing client relationships within the insurance industry, ensuring smooth communication, and providing exceptional service throughout various stages of the insurance lifecycle. This includes overseeing policy renewals, offering underwriting support, assisting with policy servicing, and keeping clients informed about industry trends. Additionally, this position plays a key role in identifying growth opportunities for the agency by cross-selling products, all while maintaining accurate records and ensuring compliance.
Key Responsibilities:
Client communication:
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.
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.
Position Overview:
The role involves managing client relationships within the insurance industry, ensuring smooth communication, and providing exceptional service throughout various stages of the insurance lifecycle. This includes overseeing policy renewals, offering underwriting support, assisting with policy servicing, and keeping clients informed about industry trends. Additionally, this position plays a key role in identifying growth opportunities for the agency by cross-selling products, all while maintaining accurate records and ensuring compliance.
Key Responsibilities:
Client communication:
- Answering client questions, providing policy explanations, addressing concerns, and maintaining regular contact to understand evolving business needs.
- Analyzing upcoming policy renewals, comparing quotes from different carriers, negotiating premiums, and recommending optimal coverage options to clients.
- Processing endorsements, certificate of insurance requests, billing inquiries, and policy changes as needed.
- Collaborating with underwriters to gather necessary information, assess risks, and ensure accurate policy placement.
- Staying informed about industry trends, carrier updates, and legislative changes to make informed recommendations to clients.
- Identifying opportunities to cross-sell additional insurance products to existing clients.
- Maintaining detailed client files, updating agency management systems, and generating reports for management.
- PC licensed for at least 5 years with 5 years’ experience.
- Must have experience with Personal Lines for at least 5 years.
- Must be well versed in CA insurance market and reflect proficiency with CA Fair Plan, DIC, and current trending markets (underwriting guideline, quoting, binding, and endorsements).
- In depth coverage knowledge and understanding.
- Background as an independent insurance agent is required.
- Experience with Epic is a plus but not required.
- Proficient in communication skills (written and verbal).
- Must be able to work 8-5pm PST, Monday-Friday.
- Working knowledge and proficiency with Microsoft 365 Teams.
- Ability to work in a fast-paced environment
- Ability to work independently, adapt to change and be resourceful is key in this role.
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Educational Resources
- Generous time away
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.
