Personal Insurance Account Manager

2 months ago

Needham, United States Acrisure LLC Full time
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 Personal Lines Account Manager role involves developing and maintaining strong client relationships, provides superior customer service, examines current coverage, determines insurance needs and provides tailored solutions to the client. The role will be responsible for managing a portfolio of personal insurance clients, with a variety of policies such as home, including coastal property, auto, umbrella, excess liability, collections/valuables, watercraft, and recreational vehicles.

Key Responsibilities:
  • Ensure accuracy of policy documents and maintain up-to-date client records.
  • Review and process policy renewals, endorsements, and cancellations.
  • Proactively address & promptly respond to client inquiries, resolve issues and provide expert advice.
  • Underwrite new and renewal business.
  • Prepare quotes for existing & new clients, as well as carry through to policy issuance with the carrier.
  • Coordinate with underwriters and carriers to secure the best coverage and pricing for clients.
  • Assist clients with claims processing and follow up to ensure satisfactory resolution.
  • Support clients and agency partners with MA Registry of Motor Vehicles document preparation and transactions.
  • Identify opportunities for cross-selling and up-selling additional insurance products.
  • Perform other specific duties as assigned by management.
Compliance and Documentation:
  • Ensure compliance with industry regulations and company policies.
  • Maintain accurate and organized documentation for all client interactions and transactions.
Experience:
  • Candidates should have a Bachelor's degree and at least 3-5+ years of previous experience in Personal Lines Insurance, however, appropriate experience may be substituted.
  • Works well in a team environment. Frequently communicates with other team members, management and carriers.
  • Must be comfortable in a paperless work environment.
Certifications:
  • Must possess a P&C insurance designation
Skills:
  • Excellent communication and interpersonal skills.
  • Strong organizational, time-management and multi-task skills.
  • Proficiency in Microsoft Office 365, EPIC, carrier websites and other software.
  • Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance.
  • Knowledge of Massachusetts insurance regulations and the MA Registry of Motor Vehicles processes.
  • Must be comfortable in a paperless work environment.


#LI-TB1

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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