What are the responsibilities and job description for the Personal lines account position at ACRISURE?
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.
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 Personal Lines Account Manager (AM) is the primary day-to-day contact for all service needs for both external and internal customers.
They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses.
This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.
Responsibilities :
Manages client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
Assists Producers and Account Executives with Client service commitments.
Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
Manages the new business and renewal process, as well as oversees day to day client changes.
Accountable for client service delivery through :
High and / or increased client retention
Rounding of accounts
Referrals
Uneventful renewals
Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
Creates accurate proposal / deliverable for the Producers and Service Teams to utilize at client renewal meeting.
Reviews quotes for accuracy against supporting documents. Negotiates additional coverage / price with the underwriter.
Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.
Requirements :
Current Insurance License in Property & Casualty and / or Health & Life for the state in which your agency office is located.
Ability to work toward professional designation.
Must be comfortable in an electronic environment with strong computer skills.
Strong working knowledge of Word, PowerPoint, and Excel.
Excellent people skills and ability to work well in a team environment.
Excellent verbal and written communication skills.
Strong organizational skills and attention to detail.
Education / Experience :
High school diploma (college preferred)
Bachelor’s Degree in a Business or related field OR equivalent relevant experience
A minimum of 3 years' experience within the insurance industry or business-related experience
Physical Demands :
Position entails long periods of remaining stationary, whether in a seated or standing position
Must have access to a reliable source of transportation. Some travel may be required.
Frequent and extended screen exposure and a large amount of typing
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
Last updated : 2024-09-06
