Personal Lines Account Manager

About the role

Acrisure is seeking an Account Manager to join our growing team. The Account Manager 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 the overall team operations, client coordination, and customer service delivery, including coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
• Leverages 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, focusing on troubleshooting issues and helping clients make well-informed decisions that position them 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, and uneventful renewals.
• Ensures pre-renewal information is sent out within service standards and follows up with clients for timely responses on pre-renewal information and insurance markets for timely quotes.
• Manages renewal marketing plans (if any) with Producers and Service Teams, ensuring everyone is aware of and executes the plan.
• Creates accurate proposals/deliverables for Producers and Service Teams to utilize at client renewal meetings.
• Reviews quotes for accuracy against supporting documents and negotiates additional coverage/price with underwriters.
• Quickly and accurately completes the renewal bind processes and checklist, ensuring all aspects of the renewal are completed and documented within the file.
• Ensures files are accurately documented to minimize E&O exposure and to quickly respond to client requests.

Requirements

• Current Insurance License in Property & Casualty for the state in which your agency office is located.
• Ability to work toward a professional designation.
• 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.
• High school diploma (college preferred).
• Bachelor’s Degree in Business or a related field OR equivalent relevant experience.
• A minimum of 5 years' experience within the insurance industry or business-related experience.
• Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Benefits

At Acrisure, we offer a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.