Account Manager – Personal Lines Insurance
Acrisure
full-time
Posted on:
Location Type: Office
Location: Novi • Missouri • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Develop and maintain a “Book of Business” that is profitable for the platform and carriers.
- Provide timely, professional, accurate communication to client, team, carrier representatives and underwriters.
- Works with clients in making appropriate limit and coverage changes; informs and educates clients about coverage, exclusions and exposures and consistently documents in the agency management system.
- Completes all transactions, paperwork, mail, and internal processing for accounts.
- Prequalifies insurance prospects for insurability and qualify of risk.
- Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients.
- Completes applications and related documentation for submission to companies.
- Verifies accuracy of all endorsements and policies.
- Completes account renewal reviews meetings and makes recommendations to client to provide them with effective coverage and/or more competitive pricing.
- Markets account renewals and negotiates with company underwriters.
- Collects applicable down payments from clients for purchases of new and upgraded coverages and obtains signatures on all applications and supporting documentation for clients.
- Keep and maintain confidentiality of client records and communication.
- Seeks referrals from clients and follows through to help generate new business.
- Refers current and prospective clients to Benefits Department and Commercial Insurance for solicitation of those lines of business.
- Coach and mentor junior members of the personal lines, may lead team meetings and initiatives.
- Comply with agency standards, policies, and procedures.
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.
- Complies with continuing education requirements for agent licensing as well as professional designations.
- Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
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
accountingmath skillscritical thinkingproblem solvingattention to detailinsurance underwritingrisk assessmentpolicy verificationaccount renewalnegotiation
Soft skills
verbal communicationwritten communicationadaptabilityindependenceteam collaborationcoachingmentoringconfidentialityprofessionalismcustomer service
Certifications
agent licensingprofessional designations