Personal Lines Account Manager

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.

Responsibilities : New Business :

New Business :

Creates and follows up on new business leads in a timely and effective manner.

Pre-qualifies new business according to agency standards.

Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and invoices;

accordingly, uses each contact with the client as an opportunity to review the whole account, round it and market.

Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs.

Prepares proposals and completes new business applications.

Submits applications to eligible and appropriate carriers.

Obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.

Responds to clients' needs by producing binders, policies, endorsements, and other related items; verifies their accuracy.

Maintains and updates electronic and client activity files.

Uses agency credit and collection policy in invoicing and pursuing prompt payments, requests cancellations from the carrier according to agency standards.

Marketing :

Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.

Refers current and prospective clients to Life / Benefits Department and to Commercial Lines for solicitation of those lines of business.

Assists or completes other tasks as directed by agency management.

Personal and Organizational Development :

Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.

Keeps informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance.

Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

Updates the agency management system with appropriate notes and suspense as needed so that other staff members can follow behind.

Check suspense daily to stay up to date on items in process.

Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change.

Special Technical Knowledge :

Must meet sales targets as assigned.

Must have 220 license or 2044 Personal Lines Agent License

Full knowledge of insurance products and usage.

Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists.

Full knowledge of insurance markets and reference to markets.

Ability to carry out complex tasks with concrete and abstract variables.

Excellent computer skills needed and must understand functionality.

Education / Experience :

High School Diploma or equivalent required

Two more more years of experience in personal lines insurance

Benefits & Perks :

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Parental Leave

Generous time away