Acrisure

Personal Lines High Net Worth Account Manager

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: Wallingford • Connecticut • New Jersey • United States

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Salary

💰 $70,000 - $90,000 per year

About the role

  • Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs
  • Review exposures and current insurance program for assigned clients
  • Determine if current carrier is the best fit to address the client’s needs including coverage, protection, and cost effectiveness
  • Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs
  • Provide daily service, anticipate customer’s needs, and respond to client questions and issues in a timely and consultative 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 to be quoted & accurately issued on a timely basis, claims being handled properly and accurately on a timely basis, etc.)
  • Complete account reviews
  • Keep aware of and provide best in class account management to ensure optimization of customer experience, operational efficiencies, etc. and share feedback with producers regarding potential opportunities.
  • Ensure processes are followed on a timely basis to support business needs, including but not limited to, coverage review process, work in EPIC, and ensure all umbrella policies are updated to maintain comprehensive coverage
  • Identify and communicate any exclusions or changes to clients’ policies as well as any potential for mitigating options.
  • Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client.

Requirements

  • 3-5 years of prior insurance industry experience with High Net Worth clientele is preferred
  • Associate’s Degree or higher is desired, or equitable experience
  • Property & Casualty license required
  • Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint
  • Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC
Benefits
  • Comprehensive medical insurance
  • Dental insurance
  • Vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) options
  • Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity and paternity leave
  • Legal plan options
  • Pet insurance coverage
Applicant Tracking System Keywords

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

Hard Skills & Tools
account managementinsurance program reviewcoverage analysisclient needs assessmentpolicy managementclaims handlingoperational efficienciescustomer servicerisk assessmentexclusion identification
Soft Skills
relationship managementcommunicationconsultative approachproblem-solvingcustomer anticipationfeedback sharingtimelinesscollaborationadaptabilityattention to detail
Certifications
Property & Casualty licenseAssociate’s DegreeBachelor’s Degree