Personal Lines Account Manager

Job Title: Account Manager

Department: Personal Lines

Location: Naples, FL

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: 

Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent communication skills, and a passion for delivering results. 

Responsibilities: 

• Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: 

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence. 

• Respond to client inquiries, incoming mail, and company request needs on a timely basis. 

• Insurance marketing and sales. 

• Collect renewal data on assigned accounts. 

• Claims support. 

• Review new/renewal policies and endorsements to insure items were received as ordered. 

• Maintain accuracy of client data in agency management system 

• Document all activities in agency management system 

• Understand and utilize upload, download and interface technology. 

• Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client. 

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management. 

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. 

• Maintain knowledge of current underwriting requirements of contracted insurance carriers 

• Maintain knowledge of policy provisions and any changes in these provisions 

• Complete other functions and assignments as assigned including back-up duties. 

Education/Experience:

• High School diploma and valid 440 Property Casualty License; 220 License preferred.

• Minimum 3 years Personal Lines Account Manager experience preferred, or 1 year Personal Lines Account Manager experience with 2 years of experience as a Support Associate.

Requirements:

• Must have excellent computer skills and the ability to learn agency automation system and other automation/internet programs as required.

• Proficient in the use of Windows based operating system and Microsoft Office products (2010 or above), including Word, Excel and Outlook.

• Strong typing skills.

• Effective communication skills, strong organizational skills, attention to detail, and ability to respond to requests effectively and efficiently.

• Must have the ability to read, understand and interpret policy change requests and communicate the request clearly to the insurance company.

• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.

• Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff.

• Interacts with others effectively, cooperates positively and provides information and guidance as needed to contribute to the business efforts of the agency.

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away

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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.
 

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.