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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 that originated from a group of agency partners dedicated to serving their clients and teams effectively. This partnership has fostered a culture of trust and innovation, leading to significant growth and success. Acrisure stands as a prominent fintech leader in the global insurance brokerage sector, offering a comprehensive range of insurance and financial solutions. These include commercial property and casualty, personal lines, employee benefits insurance, real estate services, cyber services, and asset and wealth management. The strength of Acrisure lies in its high-margin distribution network, which combines the expertise of trusted advisors with the efficiencies enabled by advanced technology.
Job Overview:
Focused on Sales and Service in Personal Lines.
Key Responsibilities:
Provide daily service support on tasks assigned by Producers and/or Account Executives, adhering to the agency's established procedures. This includes managing account transactions such as quoting and issuing policies, generating ID cards, processing endorsements, creating certificates, handling claims, managing renewals, and responding to client inquiries and correspondence promptly. Engage in insurance marketing and sales, collect renewal data for assigned accounts, and provide claims support. Review new and renewal policies and endorsements to ensure accuracy and compliance with client expectations. Maintain precise client data within the agency management system (Applied Systems / EPIC) and document all activities accurately. Collaborate with other agency departments to gather and provide 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 by participating in educational seminars and training to enhance insurance and sales skills, ensuring compliance with licensing requirements. Maintain current knowledge of underwriting requirements from contracted insurance carriers and be aware of policy provisions and any modifications. Undertake additional functions and assignments as required, including backup duties.This description is intended to provide a general overview of the role and may be adjusted at management's discretion.
Qualifications:
Strong organizational skills with the ability to prioritize tasks effectively. Proficient in computer applications, particularly Microsoft Word, Outlook, and Excel. Excellent verbal and written communication skills, along with strong interpersonal abilities. Mathematical proficiency: Ability to perform calculations involving discounts, interest, premiums, commissions, proportions, and percentages. Reasoning skills: Ability to solve practical problems and interpret various forms of instructions. 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 specialized training courses is a plus.Benefits:
Competitive compensation package. Comprehensive healthcare benefits. Savings and investment opportunities. Charitable giving programs. Opportunities for professional growth. Parental leave. Generous paid time off.By submitting your resume, you will be considered for future opportunities as Personal Lines Account Manager positions become available. We appreciate your interest in Acrisure and look forward to potential communication.
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