Personal Lines Account Manager

Job Title: Account Manager

Department: Personal Lines

Location: On-site at Idaho or Oregon office locations

***Active Property & Casualty License Required***

About Us

:Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership

.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by A

I.
Job Summa

ry:Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors, they develop coverage strategies and plan with occasional guidance or direct supervisi

on.
Responsibilit

• ies:Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited
• to:Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and corresponde
• nce.Respond to client inquiries, incoming mail, and company request needs on a timely ba
• sis.Develops coverage strategies and plans as necess
• ary.Insurance marketing and sa
• les.Collect renewal data on assigned accou
• nts.Claims supp
• ort.Review new/renewal policies and endorsements to insure items were received as orde
• red.Maintain accuracy of client data in agency management system (Applied Systems / E
• PIC)Document all activities in agency management system (Applied Systems / E
• PIC)Understand and utilize upload, download and interface technol
• ogy.Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual cli
• ent.Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing managem
• ent.Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license complia
• nce.Maintain knowledge of current underwriting requirements of contracted insurance carr
• iersMaintain knowledge of policy provisions and any changes in these provis
• ionsComplete other functions and assignments as assigned including back-up dut

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

ment.
Require

• ments:Active Property & Casualty License Req
• uired.Strong organizational skills- ability to discern priority and initi
• ative.Computer skills, specifically Microsoft Word, Outlook and
• ExcelExcellent verbal and written communication skills as well as strong interpersonal
• skillsMathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percen
• tages.Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule
• form.Applied Systems / EPIC experience a
• plus.Knows and applies principles of insurance to everyday situa

tions.
Education/Expe

• rience:High School diploma required, Associate Degree or higher pre
• ferred.Minimum of 2 years of experience in personal
• lines.CPCU or special training course completion

a plus.
Benefits &

• ; Perks:
  Competitive Com
• pensationIndustry Leading H
• ealthcareSavings and In
• vestmentsCharitable Giving
• ProgramsOpportunities f
• or GrowthParen
• tal LeaveGenerous

time aw