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Account Manager Personal Lines

2 months ago

Marquette, United States TransForce 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

Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Learning the meaning of the principles of insurance and applies to everyday situations.

Responsibilities:

  • Manage emails, mail, voicemail, agency management activities and self-audit reports.
  • Receive, review, and document client and carrier correspondence in our agency management system including driver requests, endorsement requests and cancellations/recissions.
  • Renewal process, data entry of client activity in the agency management system.
  • Meet with clients as needed.
  • Organize and prioritize workflow. Process policies, endorsements, and other related items; verify accuracy and forward to client with appropriate correspondence.
  • Provide back-up coverage for Account Manager handling immediate service needs.
  • Claims support.
  • Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
  • Keeping Client Advisors informed of all important activities on their accounts including being sensitive to potential problems and informing leadership.
  • Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
  • Maintain knowledge of current underwriting requirements of contracted insurance carriers.
  • Maintain knowledge of policy provisions and any changes in their provisions.
  • Assist with special projects.
  • 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.
Education/Experience:
  • High school diploma or recognized equivalent is required.
  • Possess and maintain active P&C license or be willing and able to obtain license within 120 days of hiring.
  • Knowledge of personal insurance with 1-2 years of experience is preferred.
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.