Account Manager, Personal Lines Insurance
Acrisure
Personal Lines Account Manager
Acrisure
full-time
Posted on:
Origin: • 🇺🇸 United States • Idaho
Visit company websiteSalary
💰 $45,000 - $75,000 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 our clients and constantly work toward strong client relationships.
- Market and service accounts in accordance with the platform objectives and Procedures.
- Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages and by providing extraordinary client service.
- Develop and maintain a “Book of Business” that is profitable for the platform and carriers.
- Provide timely, professional, accurate communication to client, team, carrier representatives and underwriters.
- Works with clients in making appropriate limit and coverage changes; informs and educates clients about coverage, exclusions and exposures and consistently documents in the agency management system.
- Completes all transactions, paperwork, mail, and internal processing for accounts.
- Prequalifies insurance prospects for insurability and qualify of risk.
- Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients.
- Completes applications and related documentation for submission to companies.
- Verifies accuracy of all endorsements and policies.
- Completes account renewal reviews meetings and makes recommendations to client to provide them with effective coverage and/or more competitive pricing.
- Markets account renewals and negotiates with company underwriters.
- Collects applicable down payments from clients for purchases of new and upgraded coverages and obtains signatures on all applications and supporting documentation for clients.
- Keep and maintain confidentiality of client records and communication.
- Seeks referrals from clients and follows through to help generate new business.
- Refers current and prospective clients to Benefits Department and Commercial Insurance for solicitation of those lines of business.
- Coach and mentor junior members of the 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.
- Must have a 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’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)
