Account Manager - Personal Lines at Acrisure

Fishers, Indiana, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence
Must have a high level of understanding accounting or strong math skills
High degree of critical thinking; ability to problem solve when the answer is not readily apparent
Demonstrated attention to detail, producing outcomes with minimal errors
Ability to adapt well to change in direction and priority in a fast-paced environment
Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
Knowledge of Agency Management Systems; Applied Epic a plus
Able to function independently and as part of a team
Complies with continuing education requirements for agent licensing as well as professional designations

Responsibilities

Develop and maintain a “Book of Business” that is profitable for the platform and carriers
Provide timely, professional, accurate communication to client, team, carrier representatives and underwriters
Works with clients in making appropriate limit and coverage changes; informs and educates clients about coverage, exclusions and exposures and consistently documents in the agency management system
Completes all transactions, paperwork, mail, and internal processing for accounts
Prequalifies insurance prospects for insurability and qualify of risk
Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients
Completes applications and related documentation for submission to companies
Verifies accuracy of all endorsements and policies
Completes account renewal reviews meetings and makes recommendations to client to provide them with effective coverage and/or more competitive pricing
Markets account renewals and negotiates with company underwriters
Collects applicable down payments from clients for purchases of new and upgraded coverages and obtains signatures on all applications and supporting documentation for clients
Keep and maintain confidentiality of client records and communication
Seeks referrals from clients and follows through to help generate new business
Refers current and prospective clients to Benefits Department and Commercial Insurance for solicitation of those lines of business
Coach and mentor junior members of the personal lines, may lead team meetings and initiatives
Comply with agency standards, policies, and procedures

Skills

Account Management

Client Retention

Insurance Marketing

Coverage Analysis

Client Communication

Agency Management System

Book of Business

Personal Lines Insurance

Underwriting Coordination

Policy Servicing

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

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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