Personal Lines Account Manager at Acrisure

Independence, Kansas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

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
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 a Business or related field OR equivalent relevant experience
A minimum of 3 years' experience within the insurance industry or business-related experience
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

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
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 and 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

Skills

Insurance Processing

Client Services

Customer Experience

Team Management

Account Coordination

Process Improvement

Renewal Processing

New Business Management

Troubleshooting

Coaching

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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