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Acrisure

Personal Lines Account Manager

Acrisure

. Perform daily service on assigned tasks by Client Advisor and/or Account Executives with Acrisure’s written procedures .

Posted 5/20/2026full-timeCosta Mesa • California, Texas • 🇺🇸 United StatesJunior💰 $77,450 - $104,500 per yearWebsite

About the role

Key responsibilities & impact
  • Perform daily service on assigned tasks by Client Advisor and/or Account Executives with Acrisure’s written procedures
  • Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
  • Respond to client inquiries, incoming mail, and company request needs on a timely basis
  • Collect renewal data on assigned accounts
  • Claims support
  • Review new/renewal policies and endorsements to ensure items were received as ordered
  • Maintain accuracy of client data in agency management system
  • Document all activities in agency management system
  • Understand and utilize upload, download, and interface technology
  • Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients
  • Keep Client Advisors informed of all important activities on their accounts, including potential problems
  • Stay current with industry trends through educational seminars and classes for skill improvement and license compliance
  • Maintain knowledge of current underwriting requirements of contracted insurance carriers
  • Maintain knowledge of policy provisions and any changes in these provisions
  • Complete other functions and assignments assigned, including back-up duties

Requirements

What you’ll need
  • High School diploma or equivalent required
  • Valid Property & Casualty License required
  • 1 year Personal Lines Account Manager experience with 2 years of experience as a Support Associate required
  • Minimum 3 years Personal Lines Account Manager experience preferred
  • Excellent computer skills and ability to learn agency automation systems and other internet programs
  • Proficient in Windows-based operating systems and Microsoft Office products (Word, Excel, Outlook)
  • Strong typing skills
  • Effective communication skills
  • Strong organizational skills
  • Attention to detail
  • Ability to read, understand, and interpret policy change requests and communicate clearly with insurance companies
  • Ability to communicate orally and in writing to explain complex issues and respond appropriately
  • Ability to respond to multiple requests effectively and delegate work efficiently
  • Strong interpersonal skills and ability to cooperate and contribute to company goals

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Personal Lines Account Manager experienceClaims supportPolicy provisions knowledgeUnderwriting requirements knowledgeData accuracy maintenanceDocumenting activitiesPolicy change request interpretationTyping skills
Soft Skills
Effective communicationStrong organizational skillsAttention to detailInterpersonal skillsAbility to delegate workAbility to respond to multiple requestsCooperationContribution to company goals
Certifications
High School diploma or equivalentProperty & Casualty License