Personal Lines Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Garden City • New York • United States
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Salary
💰 $60,000 - $70,000 per year
About the role
- Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
- Review exposures and current insurance program for assigned clients
- Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
- Work with producers with the development and decisions about plans of action and coverages for new accounts
- Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
- Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
- Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements quoted & accurately issued on a timely basis, claims being handled properly & on a timely and accurate basis)
- Complete account reviews
Requirements
- 3-5 years of prior insurance industry experience preferred
- High school diploma or the recognized equivalent, required
- Maintain P&C License, required
- Proficient in the use of Windows programs including Outlook, Word and Excel
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
insurance program reviewaccount managementcoverage analysisclaims handlingpolicy issuanceaccount reviews
Soft Skills
relationship managementcustomer serviceproblem solvingcommunicationanticipation of customer needs
Certifications
P&C License