What are the responsibilities and job description for the Personal Lines Insurance Account Manager position at Acrisure?
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 :
Learning the meaning of the principles of insurance and applies to everyday situations. Individual contributor representing a step toward positions of more autonomy in account management; works under direct supervision. Performs more routine responsibilities and are primary points of contact for the clients they oversee. Supports and informs coverage strategy and plan. Work with simpler or less demanding clients. Required to obtain the necessary insurance license(s).
Responsibilities :
- Retrieve documents from carrier website when needed for advisor : renewal decs, new policies, rewrites, endorsements, appraisals / inspections and attach in EPIC / create activity per workflow.
- Process auto change requests from start to finish including dealer calls, issue ID cards and binders, process change on carrier website and in AMS and follow up for paperwork.
- Billing inquiries : Call carrier or access website to check on payment status or answer billing questions. Provide response to advisor; advisor responsible to speak to Insured.
- Take client payments when necessary.
- Mortgagee calls / emails / faxes for changes.
- Issue Evidence of Property Insurance and Certificates of Liability Insurance.
- Handle DMV suspension letters.
- Quote changes as requested by advisor and attach email to advisor with same to activity in EPIC.
- Prepare and review submission specifications in coordination with Advisor.
- Assist in Summary of Insurance and Proposal Presentations for Advisors.
- Other specific duties as requested by management.
Requirements :
Education / Experience :
LI-JP1
LI-Hybrid
Pay Details :
Annual Salary : $55,000 - $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.
Salary : $55,000 - $85,000
