Insurance Personal Lines Account Manager at Acrisure

Wilmington, North Carolina, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Strong organizational skills with ability to discern priorities and take initiative
Computer skills, specifically Microsoft Word, Outlook, and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Mathematical skills: ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning skills: ability to solve practical problems, interpret a variety of instructions, and deal with variables in written, oral, diagram, or schedule form
High School diploma required; Associate Degree or higher preferred
Active Property & Casualty License
CPCU or special training course completion a plus

Responsibilities

Perform daily service on assigned tasks by Producers and/or Account Executives per agency procedures, including account transactions such as quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
Respond to client inquiries, incoming mail, and company requests on a timely basis
Conduct insurance marketing and sales
Collect renewal data on assigned accounts
Provide claims support
Review new/renewal policies and endorsements to ensure items were received as ordered
Maintain accuracy of client data in agency management system
Document all activities in agency management system
Understand and utilize upload, download, and interface technology
Assist other agency departments in securing/providing information for mutual clients to issue appropriate policies
Keep Producers informed of important activities on their accounts, including potential problems, and inform management
Keep current with industry trends, including participation in educational seminars and classes for insurance/sales skills and license compliance
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned, including back-up duties

Skills

Personal Lines Insurance

Account Servicing

Policy Issuance

Endorsements

Certificates of Insurance

Claims Support

Renewals

Agency Management System

Insurance Marketing

Insurance Sales

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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