Personal Lines Account Manager (Ritter)

Acrisure

Acrisure

Sales & Business Development
Tracy, CA, USA
Posted on Thursday, July 20, 2023

Job Description

Job Title: Personal Lines Account Manager

Department/Agency: Ritter Insurance Agency

Location: Tracy, CA

About Us:

As a locally owned and operated insurance agency in Tracy, California, Ritter Insurance Agency, LLC is committed to providing quality insurance products for individuals and businesses. We combine our strong insurance background and product knowledge to assist both current and future clients manage and plan for all types of potential risk.

Position Overview:

As a Personal Lines Account Manager for the Ritter Agency in Tracy, CA, you will play a pivotal role in our insurance agency by providing exceptional service to our clients and ensuring their personal insurance needs are met. You will be responsible for managing a portfolio of personal lines insurance accounts, including home, auto, renters, and umbrella policies. The ideal candidate is customer-oriented, detail-oriented, and possesses excellent communication and organizational skills.

Responsibilities:

Client Relationship Management: Act as the primary point of contact for assigned personal lines clients. Build and maintain strong relationships with clients to understand their insurance needs, provide expert advice, and ensure overall satisfaction.

Policy Renewals and Review: Proactively manage policy renewals, reaching out to clients in a timely manner to discuss their coverage options. Conduct regular policy reviews to identify potential gaps in coverage and recommend appropriate changes.

New Business Development: Work closely with the sales team to support new business initiatives. Collaborate on identifying potential cross-selling and upselling opportunities within existing accounts.

Quoting and Proposal Generation: Prepare accurate insurance quotes for new and existing clients. Present customized insurance proposals that address their specific requirements and explain coverage options in a clear and understandable manner.

Policy Issuance and Documentation: Efficiently process policy documentation, endorsements, and other related paperwork. Ensure accuracy and compliance with industry regulations and company guidelines.

Claims Assistance: Assist clients with the claims process, acting as an intermediary between clients and insurance carriers. Provide guidance and support during claims filing to expedite resolution.

Market Research and Product Knowledge: Stay up-to-date with industry trends, coverage changes, and new insurance products. Maintain a strong knowledge base to offer informed advice to clients.

Cross-Functional Collaboration: Collaborate with underwriters, claims representatives, and other internal teams to address client needs and resolve any policy-related issues promptly.

Client Retention Strategies: Implement strategies to enhance client retention and satisfaction. Engage in proactive communication with clients to ensure long-term loyalty.

Requirements:

  • CA Insurance License

  • 3-5 Years of Personal Lines Account Manager experience

  • Proficiency in insurance products and coverages related to personal lines (home, auto, renters, umbrella, etc.).

  • Strong customer service skills with the ability to build rapport and trust with clients.

  • Exceptional communication and negotiation skills, both verbal and written.

  • Detail-oriented with the ability to manage multiple tasks efficiently.

  • Knowledge of insurance software and rating systems including EPIC is preferred.

  • Ability to work independently and as part of a team to achieve business goals.

  • Ethical, reliable, and able to maintain client confidentiality.

Benefits:

  • Competitive salary and commission.

  • Health, dental, and vision insurance coverage.

  • Retirement savings plans (e.g., 401(k)) with employer contributions.

  • Paid time off and holidays.

  • Professional development and training opportunities.

  • Positive and inclusive work environment fostering growth and career advancement.

Pay Details:

Annual Salary: $55,000 - $58,000

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.