Personal Lines Account Manager (HBL)
Since our founding in 1956, HBL has put servicing the needs of each individual client at the center of our agency. We’re family owned, and those values are an important part of how we do business. HBL was founded by Thomas Hatz and is now owned by his son, Mark Hatz, who is personally involved in finding the best insurance solution for each client. The knowledgeable staff at HBL has over 30 years of combined insurance experience and provides friendly, professional service.
The Personal Lines Insurance Account Manager will work with Producers, CSR’s, and Leadership to master the customer lifecycle to maintain and grow an assigned book of business. The right candidate must display an ability to manage and prioritize workload to accommodate the demands of the position and exceed expectations.
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 clients 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
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.
P&C insurance license (Preferred)
High school diploma or the recognized equivalent in education and experience
Minimum 2+ years relevant Personal Lines experience
Applied EPIC or similar agency management software experience, preferred
Proficiency in Microsoft applications (Word, Excel, Office 365, Outlook)
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.