Account Manager Personal Lines (Southwest Platform)

Job Description

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

To assist the agency in growing the Personal Lines book of business by maximizing the Southwest Platform processes and applying your knowledge on a daily basis. To focus on providing world class customer service while being sales minded and watching for opportunities in the current book to round out accounts as well creating a book of business.

Essential Duties and Responsibilities:

• Computer documentation of every service telephone call 

• Transactionally file designated mail, and process incoming mail daily

• Determine reasons for cancellations, act to save accounts

• Stay current and understand company underwriting guidelines and rules for all carriers

• Participate in providing new business quotations to sales calls (overflow)

• Provide weekly new business production reports

• Prepare summaries of insurance, schedules, and proposals as needed for account review

• Perform renewal activities as necessary 

• Verifying policy and policy change information

• Actively solicit increases in coverage or rounding out accounts through sales to clients at every service contact 

• Assist “walk-in” personal clients in the appropriate manner 

• Provide aid on insurance claims where there are communication problems or misunderstandings between the carrier/adjuster and our policyholder

• Anticipate future needs, and call on established clients to renew and upgrade accounts

• Develop long-term business relationships with clients and underwriters 

• Accept and review new business applications from agents and “sign off” in agent’s presence

• Working together as a team to support the Sales Department to allow for maximum opportunity of revenue generation 

• Maintain a positive attitude providing a pleasant place to work and increased productivity 

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:

• Associate degree or equivalent from two-year college or technical school, or six months to one-year related experience and/or training 

• Ability to write simple correspondence 

• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization

• Have knowledge of Applied EPIC (Agency Management System), Microsoft Word, and Outlook

• Must be able to use and understand FSC rater

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent

• Maintain a valid Fire and Casualty license or Personal Lines Broker/Agent license issued by the state of California, Department of Insurance with the assistance of MIS 

Other Qualifications:

• Able to produce significant output with minimal wasted effort

• Does not cut corners unethically, earns trust and maintains confidences

• Plans, organizes, and schedules in a productive manner

• Moves quickly and takes a forceful stand without being abrasive

• Lives up to verbal and written agreements

• Demonstrates tenacity and willingness to go the distance to get something done

• Acts without being told what to do, and brings new ideas to the company

• Adjusts quickly to changing priorities and conditions

• Maintains stable performance when under heavy pressure or stress

• Exhibits passion and excitement over work, has a can-do attitude

• Possesses a strong willingness to work hard and sometimes long hours to get the job done

• Often solicits feedback and reacts calmly to criticism or negative feedback

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs.

Work Environment: 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office

• Workstations are cubicles with moderately high sides

• The noise level in the work environment is usually moderate

Pay Details:

Annual Salary: $65,000 - $75,000

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.