Personal Lines Account Manager (Mitchell)
Job Title: Personal Lines Account Manager
Department/Agency: The Mitchell Agency
Location: Newton, NJ
Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 1,000 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.
We are currently looking to add to our team a Personal Lines Account Manager, at The Mitchell Agency, an Acrisure agency partner. In this role, you are responsible for working with personal lines accounts on prospective and existing business opportunities. The position will identify client needs and recommend products that will address them. This includes responsibility for the complete oversight of the client insurance program, including developing client action plans and ensuring that the clients’ needs and expectations are met on an ongoing basis. This position also interfaces with other departments to ensure proper client service.
Essential Duties and Responsibilities:
Recommendations based upon client needs & demographics
Complete applications, possibly in coordination with Sales Executive(s); submits applications to eligible and appropriate carriers, follows up to ensure timely receipt of quotations and policies.
Investigate client issues and resolve problems
Maintain communication on a regular basis with clients to ensure client satisfaction
Interface with other Mitchell Agency departments to ensure proper client service
Order and issue certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
Process renewals according to agency procedures. Works on strategy determination, marketing and carrier negotiations sometimes in conjunction with the department Manager, Sales Executive(s) or Partner(s)
Review audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
Process incoming mail and phone requests, responding promptly and appropriately.
Determine reasons for requests for cancellations; acts to save accounts; notify Sales Executive(s)
Identify exposure to loss and recommends appropriate coverages
Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Education and/or Experience:
Bachelor’s degree preferred, high school diploma or recognized equivalent, required
3+ years of personal lines insurance experience, required
Active P & C license, required
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.