Personal Lines Account Manager (Beach & O'Neill)
Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.
Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
The Personal Lines Account Manager is responsible for assisting clients with service needs and processing changes for existing accounts, quoting coverage for new prospects and meeting service standards as established by the agency.
Schedules appointments with clients to ascertain their needs. Analyze present coverage and make recommendations accordingly
Calculates and quotes with different companies to find the best company and fit for the client
Provides policy services as required, payments, endorsements, cross-sell etc.
Review audits of policies; verifies accuracy & process updates to policy when necessary
Proper annotated documentation of all client and/or internal communication
Display ability to build and strengthen relationships with existing and prospective clients
Follow up with Client’s compliance for Loss Control recommendations
Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures
Prepare commercial proposals, schedules, invoices, and supplemental documents for presentation of quotes to insureds
Compiles a list of prospects using referrals, policy holders, occupational and interest groups to develop a base for long-term source of clients
Approaches clients through a combination of methods including mail, phone solicitations, presentation to groups at gatherings and social media
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Applied Epic or similar agency management software experience preferred
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
High school diploma or the recognized equivalent in education and experience, required
P&C insurance license, required
Minimum 3+ years relevant Personal Lines experience, required
Professional designation - CIC, AAI, ARM, CPCU, preferred but not required
Benefits & Perks:
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Generous time away
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, in its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
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.
Pay Details:Hourly: $20 - $25
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
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.