Job Title: Personal Lines Account Manager

Department/Agency: Atlantic Shield Insurance Group

Location: Mt. Pleasant, SC

About Us:

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.

Job Summary:

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:

New Business

• Understands and adheres strictly to the agency defined New Business Workflow

• Onboarding quality control of all insurance documents, applications, and policies

Renewals

• 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

Endorsements

• 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

Inspections

• Reviews and processes insurance inspections

• Coordinates inspection results and requirements with clients and carriers

Cross selling

• Identifies opportunities to round out accounts and cross sells to clientele

Accounting

• 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.

Competencies:

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

Other Qualifications:

• 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 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.

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.