Acrisure

Insurance Personal Lines Account Manager

Acrisure

full-time

Posted on:

Location Type: Office

Location: Naples • Florida • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
  • Respond to client inquiries, incoming mail, and company request needs on a timely basis.
  • Insurance marketing and sales.
  • Collect renewal data on assigned accounts.
  • Claims support.
  • Review new/renewal policies and endorsements to insure items were received as ordered.
  • Maintain accuracy of client data in agency management system Document all activities in agency management system.
  • Understand and utilize upload, download and interface technology.
  • Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
  • Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
  • 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 these provisions.
  • Complete other functions and assignments as assigned including back-up duties.

Requirements

  • High School diploma and valid 440 Property Casualty License; 220 License preferred.
  • Minimum 3 years Personal Lines Account Manager experience preferred, or 1 year Personal Lines Account Manager experience with 2 years of experience as a Support Associate.
  • Must have excellent computer skills and the ability to learn agency automation system and other automation/internet programs as required.
  • Proficient in the use of Windows based operating system and Microsoft Office products (2010 or above), including Word, Excel and Outlook.
  • Strong typing skills.
  • Effective communication skills, strong organizational skills, attention to detail, and ability to respond to requests effectively and efficiently.
  • Must have the ability to read, understand and interpret policy change requests and communicate the request clearly to the insurance company.
  • Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
  • Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff.
  • Interacts with others effectively, cooperates positively and provides information and guidance as needed to contribute to the business efforts of the agency.
Benefits
  • Competitive compensation
  • Generous vacation policy, paid holidays, and paid sick time
  • Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
  • Company-paid Short-Term and Long-Term Disability Insurance
  • Company-paid Group Life insurance
  • Company-paid Employee Assistance Program (EAP) and Calm App subscription
  • Employee-paid Pet Insurance and optional supplemental insurance coverage
  • Vested 401(k) with company match and financial wellness programs
  • Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
  • Paid maternity leave, paid paternity leave, and fertility benefits
  • Career growth and learning opportunities
  • …and so much more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Personal Lines Account Manager experienceclaims supportinsurance marketingpolicy provisions knowledgeunderwriting requirements knowledgedata accuracy maintenancetyping skillsagency automation system proficiencypolicy change request interpretation
Soft skills
effective communicationstrong organizational skillsattention to detailability to respond to requestsdelegation skillsinterpersonal skillscooperationproblem sensitivity
Certifications
High School diploma440 Property Casualty License220 License