Personal Lines Account Manager

1 week ago

Portland, United States Acrisure LLC Full time

Acrisure' s Great Lakes Region began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure' s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

About The Role

Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with the platform objectives and Procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages and by providing extraordinary client service.

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.
*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

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.
  • Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
Education/Experience:
  • Bachelor's degree's degree and/or 5+ years personal insurance experience or recognized equivalent is required.
  • Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within three (3) months of hire date.
  • Maintain professional designations (CISR elite, AINS)
  • Initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations)
Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Moderate stress due to regular deadlines and daily challenges.
  • High finger dexterity while typing documents and forms.
  • Occasionally lift up to 20 lbs.
Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.
  • The noise level in the work environment is usually moderate.
Benefits & Perks:
  • Competitive Compensation
  • Industry-Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Offering hybrid work option
  • Opportunities for Growth
  • Educational Resources
  • Generous time away


Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

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