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Client Relations Manager

2 months ago

Anaheim, United States ACRISURE Full time

Overview

Acrisure stands as a prominent player in the fintech landscape, operating as a global insurance brokerage. Since its inception, the company has witnessed remarkable growth, expanding from $38 million to $4 billion in revenue since 2013. Acrisure leverages a unique blend of human expertise and advanced technology to transform the distribution of financial service products. With a workforce exceeding 14,000 across thirteen countries, Acrisure is well-positioned in the industry.

Under the leadership of Co-Founder, Chairman, and CEO Greg Williams, Acrisure offers a comprehensive suite of insurance and financial solutions. These include commercial property and casualty insurance, personal lines, employee benefits, real estate services, cyber services, and asset and wealth management. The company's high-margin distribution network combines the expertise of trusted advisors with innovative technology to drive growth and efficiency.

Role Summary:

The Personal Lines Account Manager serves as the key liaison for both existing and prospective clients within the Personal Lines Digital Service Insurance division. This position is pivotal in fostering client relationships, promoting services, and aiding in the remarketing strategies for our clientele. The Account Manager will also engage with other insurance professionals to meet the business needs of clients effectively.

Key Responsibilities:

  • Act as the primary contact for current and potential clients.
  • Cultivate and strengthen relationships with clients while understanding their business requirements.
  • Advocate for services, design tailored portfolios, and provide consultative advice to prospective clients.
  • Maintain professional relationships with industry peers to enhance market presence.
  • Collaborate with Account Executives, Producers, and senior Account Managers to meet sales and service objectives.
  • Assist in crafting presentations and proposals for clients.
  • Ensure client satisfaction by addressing inquiries, concerns, and complaints promptly and professionally.
  • Continuously enhance product knowledge and client understanding to engage effectively with customers.

*This description is intended to provide a general overview and may be subject to change at management's discretion.*

Qualifications:

  • Must be currently licensed or able to obtain a license to market and bind coverage within 90 days.
  • Work under the guidance of Account Executives, Producers, and senior Account Managers.
  • Strong communication and collaboration skills with clients, colleagues, and industry professionals.
  • Excellent organizational, problem-solving, and decision-making abilities.
  • Proficient in MS Office and familiar with AMS or similar software.
  • High attention to detail and accuracy.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Capable of managing multiple client-related activities simultaneously.

Education and Experience:

  • A college or university degree is preferred.
  • A minimum of 2 years of experience in personal lines or commercial insurance.
  • Proven success in managing a designated customer portfolio.

Benefits and Perks:

  • Competitive salary structure.
  • Comprehensive healthcare benefits.
  • Savings and investment opportunities.
  • Career advancement prospects.
  • Access to educational resources.
  • Generous paid time off.

Compensation: Annual Salary: $50,000 - $60,000