Personal Lines Account Manager (Atlantic Shield)
Job Title: Personal Lines Account Manager
Department/Agency: Atlantic Shield Insurance Group
Location: Mt. Pleasant, SC
Established in the heart of Mt Pleasant, SC Atlantic Shield Insurance Group has been locally owned since 2004. We love serving the communities where we live, work, and play. In fact, 95% of our new customers come to us through the kind words of our existing customers.
The Personal Lines Account Manager’s role is to be the primary point of contact for all customers within an assigned book of business. An initial book of business is assigned according to experience level, with the goal to improve efficiency in servicing said book, creating capacity to take on more clients while still maintaining the highest levels of customer service. It is a collaborative role, where AM’s are expected to communicate directly with the Producers on their accounts, so that the book of business managed is as enjoyable to service as it is profitable for the agency to maintain.
Essential Duties and Responsibilities:
Understands and adheres strictly to the agency defined New Business Workflow
Onboarding quality control of all insurance documents, applications, and policies
Sends out Agency Bill renewal offers and invoices to clients
Manages Direct Bill renewals as needed
Ensures policies are properly renewed and updated within client database system
Performs renewal review process in accordance with agency standards
Processes all changes and policy endorsements with carriers and within management system
Cancellations and Reinstatements
Processes cancellations and non-renewals through agency defined workflow
Works reinstatements when applicable
Remarketing and Rewrites
Interfaces with clients to design solutions that best suit their individual needs
Implements changes to existing policies or provides a remarket analysis to demonstrate a market supported rate
Reviews and processes insurance inspections
Coordinates inspection results and requirements with clients and carriers
Identifies opportunities to round out accounts and cross sells to clientele
Transacts New Business, Renewals, Endorsements and Cancellations when applicable
Sends and tracks payment invoices to clients when applicable
Agency Management System
Use of computers and agency database to enter, access, and retrieve information
Edits, reviews, and maintains records of customer’s interactions and transactions
Recording details of policies, correspondence, and inquiries
Utilizes Applied Epic agency management system for managing all assigned work
Sets activities in database for all duties that need to be completed
Other Duties and Special Projects as Assigned
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
P&C License with minimum of 2 Years Insurance Experience Preferred
Must be an assertive self –starter with effective presentation skills through both verbal and written communication
Must be able to work in a fast-paced, multi-tasking environment
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.