About Acrisure

Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.

Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

The Personal Lines Account Manager is responsible for assisting clients with service needs and processing changes for existing accounts, quoting coverage for new prospects and meeting service standards as established by the agency.

Responsibilities:

• 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 client 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

• Prepare commercial proposals, schedules, invoices, and supplemental documents for presentation of quotes to insureds

• Compiles a list of prospects using referrals, policy holders, occupational and interest groups to develop a base for long-term source of clients

• 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.

Requirements:

• Applied Epic or similar agency management software experience preferred

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

• Able to work independently and enjoy a high degree of interaction with team members

• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

• Self-motivated and driven

• Maintain a sense of urgency and ability to work with and meet deadlines

• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

• Demonstrates excellent time management and prioritization skills

• Attention to detail and commitment to a high level of accuracy

• The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information

• Ability to maintain a professional demeanor and positive attitude

Education/Experience:

• High school diploma or the recognized equivalent in education and experience, required

• P&C insurance license, required

• Minimum 3+ years relevant Personal Lines experience, required

• Professional designation - CIC, AAI, ARM, CPCU, preferred but not required

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Educational Resources

• Generous time away