Personal Lines- Account Executive
Foundation Risk PartnersSalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Strong communication and organizational skills
- Background in Personal Lines Insurance
- Thrive in a fast-paced environment
- Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuations in correspondence
Responsibilities
- Maintain accurate client records, notes and documents (per Account Manager instructions) in agency management systems
- Enter/renew policies and insurance policies in a timely fashion for assigned clients in agency management systems
- Assign tasks and activities within automatically launched activities in agency management systems
- Complete all reports and assignments to support the region as it pertains to agency management system records
- Execute administrative tasks and reports to support clients, the service team, and other internal departments with compliance related projects
- Complete assigned tasks from the customer relationship management system
- Download/request carrier invoices, save/distribute as requested by client or internal teammate
- Prepare data for carrier files to quote and for all business submissions
- Manages personal lines changes and endorsements on file
- Investigates and resolves complex service issues
- Assists with renewal updates
- Follow instructions provided by the Account Manager, assist in servicing files and accounts
- Attend and complete and role relevant meetings, training sessions, or assignments as required
- Perform other tasks or projects as requested by the service team or region leadership
- Assist the Account Management Team with day-to-day administrative needs such as claims and billing resolution and other service-related items
Skills
Personal Lines Insurance
Agency Management Systems
CRM
Insurance Renewals
Policy Endorsements
Client Records Management
Administrative Tasks
Acrisure
Insurance broker specializing in risk management
About Acrisure
Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.
Grand Rapids, MichiganHeadquarters
2005Year Founded
$19.5MTotal Funding
DEBTCompany Stage
Financial ServicesIndustries
1,001-5,000Employees