Acrisure

Account Manager – Personal Lines

Acrisure

full-time

Posted on:

Location Type: Office

Location: Escanaba • Missouri • United States

Visit company website

Explore more

✨ AI Apply
Apply

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
  • Ability to account round and cross sell products to broaden the total client relationship.
Benefits
  • Comprehensive medical insurance, dental insurance, and 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) and Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • 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 managementclient relationship managementdata-driven marketingcustomer engagementcross-sellingremarketingconsultationproject managementmultitaskingproblem-solving
Soft Skills
client-focused approachcommunication skillspresentation skillscollaborationcreativitycustomer servicerelationship-buildingstrategic thinkingadaptabilityinnovation
Certifications
insurance licensesBachelor's degree in business administration