Senior Personal Lines Account Manager (Great Lakes Platform)

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.

We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it : innovation, client centricity and an indomitable will to win.

Job Summary :

The Sr. Personal LInes Account Manager builds and maintains a profitable growing portfolio by selling insurance products and providing superior client services to members of Acrisure, LLC.

This role will be responsible for $1.2 million book of business premium. The position is eligible for 70% commission on new business.

Essential Duties and Responsibilities :

Provide world-class customer service and follow up by communicating with internal / external personnel regarding problem situations.

Acts in a positive, professional manner with clients and staff.

Performs pro-active Care Reviews.

Prepares and presents accurate quotes and recommends coverage based on customer needs.

Acts as a Trusted Advisor with coverage recommendations.

Cross sells and upsells other product lines.

Sells or refers 1 new Life Policy per month.

Participates in agency Client Appreciation Events.

Makes contact notes to record all client interaction.

Develops relationships with clients in order to promote higher retention.

Monitors client’s preferences and trends and reports useful data back to sales management.

Ensures that all applicable licensing and fiduciary requirements are in compliance according to applicable regulations.

Complies with Incomplete and Held Changes, Premium Changes, OYS and UW Memos.

Adheres to company compliance and regulations.

Performs all other duties as assigned.

Competencies :

Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Goal Oriented Maintains specific and measurable performance goals. Effectively overcomes obstacles to sales success. Demonstrates effective presentation skills.

Customer Services Exceeds the expectations and requirements of customers, responding promptly to service requests. Handles challenging situations.

Communications Communicating effectively in writing as appropriately for the needs of the audience. Talking to others in person and over the phone to convey information timely and effectively.

Time Management Uses their time effectively and efficiently. Values time. Concentrates their efforts on the more important priorities.

Teamwork Promotes cooperation and commitment within a team to achieve goals.

Work Quality Directly responsible for quality control. Consistently achieves desired outcomes with a minimum of avoidable errors and problems.

Experience and Requirements :

High School Diploma or GED equivalent; Bachelor’s degree preferred.

P&C and L&H licenses required.

Prior P&C insurance sales experience preferred.

Prior commission sales experience preferred.

Proficient in Web use of internet, spreadsheets, record keeping, routine database activity and Microsoft word processing software.

Physical Demands :

While performing the duties of this job, the employee is regularly required to stand and walk. The employee must regularly lift, push, pull and / or move up to 25 pounds.

The employee must be capable of bending, reaching, crouching and climbing.

To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily. The requirements listed above are representative of the knowledge, skill and / or ability and physical demands required.

Reasonable accommodations may be made to enable individual(s) with disabilities to perform the essential job functions.