Client Success Manager
Dakota Software
Personal Lines Account Manager
Acrisure
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Ensure accuracy of policy documents and maintain up-to-date client records
- Review and process policy renewals, endorsements, and cancellations
- Proactively address and promptly respond to client inquiries, resolve issues and provide expert advice
- Underwrite new and renewal business; prepare quotes and carry through to policy issuance with the carrier
- Coordinate with underwriters and carriers to secure the best coverage and pricing for clients
- Assist clients with claims processing and follow up to ensure satisfactory resolution
- Identify opportunities for cross-selling and up-selling additional insurance products
- Ensure compliance with industry regulations and company policies and maintain accurate documentation
- Perform other specific duties as assigned by management
Requirements
- Bachelor’s degree (or appropriate experience may be substituted)
- At least 5 years of previous experience in Personal Lines Insurance
- P&C Insurance License
- Works well in a team environment; frequently communicates with team members, management and carriers
- Comfortable in a paperless work environment
- Excellent communication and interpersonal skills
- Strong organizational, time-management and multi-task skills
- Proficiency in Microsoft Office 365, EPIC, carrier websites and other software
- Knowledge of Texas insurance regulations and the TX Registry of Motor Vehicles processes
- Ability to underwrite new and renewal business, prepare quotes, assist with claims, and identify cross-sell opportunities
