Account Manager – Personal Lines
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Grandview Heights • Missouri, Ohio • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business.
- Understand client needs and objectives, providing strategic recommendations and tailored solutions.
- Proactively communicate and coordinate renewals and relationships.
- Maintain timely and accurate updates and changes on policies for assigned customer activity in Agency Management System and related customer engagement software where applicable.
- Maintain consistent and ongoing engagement throughout the customer lifecycle.
- Implement and monitor data driven and customer tailored marketing or awareness campaigns.
- Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations.
- Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns.
- Contribute to the identification of new opportunities for client growth and expansion of services.
- Share client engagement best practices with peers.
- Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.
- Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners.
- Collaborate with the Digital Employee Personal Team Leader to address any challenges and continuously improve service delivery.
- Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success.
- Drive client adoption of self-service tools and enrollment capabilities.
- Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.
- Promote additional digital services and solutions that can further support client objectives and business growth.
- Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.
- Met or exceed client retention and satisfaction metrics through a highly consultative and technology first approach.
- Perform other tasks or projects as requested by service team or region leadership.
Requirements
- Strong client management and relationship-building skills, with a client-focused approach.
- Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.
- Experience in Applied EPIC or similar account management software.
- Ability to multitask across multiple systems and workflows.
- Ability to work collaboratively in a team environment and manage multiple projects simultaneously.
- Creative problem-solving abilities and a passion for customer service.
- Bachelor’s degree in business administration, or a related field experience preferred.
- Hold applicable insurance licenses.
- Minimum of 2 years of experience in account management, or a related role and possess and has held a current license for over 1 year.
- Proven experience in managing client relationships and achieving retention targets.
- Experience in remarketing clients across multiple carriers, delivering client proposals and providing consultation regarding solutions available.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Applied EPICaccount management softwaredata driven marketingcustomer engagement toolsclient proposalsremarketingconsultationproject managementmultitasking
Soft skills
client managementrelationship-buildingcommunicationpresentationproblem-solvingcustomer servicecollaborationcreativityconsultative approach
Certifications
insurance licenses