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Client Relationship Manager
2 months ago
Job Title: Account Manager, Personal Lines (Northwest Platform)
About Acrisure:
Acrisure's Northwest Platform is a collaborative network of agency partners dedicated to delivering exceptional service to clients. With a foundation built on trust and shared success, this platform has evolved into a robust entity that leverages the unique strengths of its members. Acrisure is recognized as a leading fintech organization, operating a global insurance brokerage that offers a comprehensive range of insurance and financial solutions, including commercial property and casualty, personal lines, employee benefits, real estate services, cyber services, and asset and wealth management. Our innovative distribution network combines the expertise of trusted advisors with the efficiencies of AI-driven growth.
Position Overview:
The role focuses on Personal Lines Sales and Service.
Key Responsibilities:
- Execute daily service tasks assigned by Producers and/or Account Executives in accordance with agency procedures, including account management tasks such as quoting and issuing policies, providing ID cards, endorsements, certificates, claims handling, renewals, and correspondence. Respond promptly to client inquiries and requests.
- Conduct insurance marketing and sales activities. Gather renewal information for assigned accounts and provide claims support. Review new and renewal policies to ensure accuracy and compliance with client expectations.
- Maintain precise client data within the agency management system (Applied Systems / EPIC) and document all activities accordingly.
- Collaborate with other agency departments to secure necessary information for issuing appropriate policies for mutual clients.
- Keep Producers informed of significant account activities, being proactive in identifying potential issues and communicating them to management.
- Stay updated on industry trends through participation in educational seminars and training to enhance insurance and sales skills, ensuring compliance with licensing requirements.
- Maintain knowledge of current underwriting standards and policy provisions, including any updates or changes.
- Complete additional functions and assignments as required, including backup duties.
This description is intended to provide a general overview of the position and may be modified at management's discretion.
Qualifications:
- Strong organizational abilities with a focus on prioritization and initiative.
- Proficient in Microsoft Word, Outlook, and Excel.
- Excellent verbal and written communication skills, complemented by strong interpersonal abilities.
- Mathematical proficiency to calculate figures such as discounts, interest, premiums, and percentages.
- Problem-solving skills with the ability to interpret a variety of instructions and manage diverse variables.
- Experience with Applied Systems / EPIC is advantageous.
Education and Experience:
- High School diploma is required; an Associate Degree or higher is preferred.
- Active Property & Casualty License is necessary.
- Completion of CPCU or relevant training courses is a plus.
Benefits:
- Competitive compensation package.
- Comprehensive healthcare benefits.
- Savings and investment opportunities.
- Charitable giving programs.
- Career growth opportunities.
- Parental leave policies.
- Generous time-off policies.
By submitting your resume, you will be considered for future opportunities as they arise. We appreciate your interest in Acrisure and look forward to connecting with you.
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