Senior Personal Lines Insurance Account Manager

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

The Senior Account Manager is responsible for the overall management of HNW/VIP Personal Lines Accounts including educating clients about insurance needs and policy coverages, marketing coverage and pricing options, and assisting clients with making coverage changes, assists producers in closing new business opportunities and identifying account rounding and cross -sell opportunities for existing accounts; must be knowledgeable in complex personal lines coverages, be familiar with insurance company underwriting guidelines and appetite, and must maintain a good rapport with clients, company underwriters, and the rest to their client service team. The Senior Account Manager is committed to delivering a consistently impeccable experience. In addition, this position includes somewhat of a leadership aspect by providing support and acting as backup for the Regional Team Lead/Account Executive.

Responsibilities:

• Advise and assist clients by explaining coverage options /exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client.  Responds to client service requests in a timely manner.

• Provide in-house customer service to clients as assigned.

• Perform renewal reviews, including recommendations for improved coverage, remarketing with other carriers and soliciting additional lines to round out accounts.

• Provide reactive service and solicit additional lines to round out the account where applicable.

• Procure quality new business by soliciting additional lines of coverage on existing clients.  Pre-qualify and analyze client’s exposures to determine acceptability and placement.  Prepare quotes, proposals and complete applications, including all supplemental forms, in accordance with the carrier and agency guidelines.

• Initiate renewal reviews and re-market as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the account.  Present schedules of insurance and carefully review changes in exposure to avoid potential E&O issues.

• Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.

• Review renewals to determine if non-standard policies can be re-written in a standard market.  Prepare re-write applications.

• Maintain client accounts on agency automation system, document conversations, properly attach documents in ImageRight, send confirmation to insured’s and adhere to all other automation procedures that are or become established. Maintain follow-up and task system for outstanding orders and correspondence.  Respond to carrier requests for additional information in a timely manner to avoid potential E&O issues.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• TX P&C License

• High School Diploma (or equivalent)

• Proficient in the use of EPIC is preferred, but not required

• Experience with High Net Worth carriers, such as Chubb, AIG Private Client, PURE, etc.

Education/Experience:

• 10+ years as personal lines account manager/ customer service representative required.

• Effective communication skills, strong organizational skills, attention to detail, and ability to respond to requests effectively and efficiently.

• Must have excellent computer skills and the ability to learn any other automation/internet programs as required.

• Must have the ability to read, understand, and interpret policy change requests and communicate the request clearly to the insurance company

• Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff.

• Able to interact with others effectively, cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option          

• Opportunities for Growth

• Parental Leave

• Generous time away

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.