Personal Lines Account Manager
Acrisure
Account Manager, Personal Lines Insurance
Acrisure
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Maintain a high level of client retention by managing the day-to-day service needs of clients and building strong client relationships.
- Market and service accounts in accordance with platform objectives and procedures; contribute to profitable growth via retention and renewals.
- Develop and maintain a “Book of Business” that is profitable for the platform and carriers.
- Provide timely, professional, accurate communication to clients, team, carrier representatives and underwriters.
- Work with clients on appropriate limit and coverage changes; inform and educate clients about coverage, exclusions and exposures and document in the agency management system.
- Complete transactions, paperwork, mail, and internal processing for accounts; verify accuracy of endorsements and policies.
- Prequalify insurance prospects for insurability and quality of risk; survey loss exposures and uninsurable/difficult exposures.
- Complete applications and related documentation for submission to companies; collect down payments and obtain signatures.
- Complete account renewal review meetings, make recommendations, market renewals and negotiate with underwriters.
- Keep and maintain confidentiality of client records and communication; seek referrals and refer clients to other departments as appropriate.
- Coach and mentor junior members of personal lines; may lead team meetings and initiatives; comply with agency standards, policies, and procedures.
Requirements
- Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
- High level of understanding accounting or strong math skills.
- High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
- Demonstrated attention to detail, producing outcomes with minimal errors.
- Ability to adapt well to change in direction and priority in a fast-paced environment.
- Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
- Knowledge of Agency Management Systems; Applied Epic a plus.
- Able to function independently and as part of a team.
- Complies with continuing education requirements for agent licensing as well as professional designations.
- Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
- Bachelor’s degree and/or 3+ years personal insurance experience or recognized equivalent is required.
- Hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain within three (3) months of hire date.
- Maintain professional designations (CISR elite, AINS); initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations).
