Personal Lines Account Manager
Acrisure Trade Credit, Sioux Falls, South Dakota, United States
Overview
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
Job Summary Acrisure is seeking an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.
Responsibilities
Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
Assists Producers and Account Executives with Client service commitments.
Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
Functions as the day-to-day customer contact and focuses their time on troubleshooting issues and helping the client make well-informed decisions that position the client for success.
Manages the new business and renewal process, as well as oversees day-to-day client changes.
Accountable for client service delivery through high and/or increased client retention, rounding of accounts, referrals and uneventful renewals.
Ensures pre-renewal information is sent out within service standards and follows up with clients for timely responses, and with insurance markets for timely quotes.
Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan and executes it. Creates accurate proposals/deliverables for the Producers and Service Teams to use at client renewal meetings.
Reviews quotes for accuracy against supporting documents and negotiates additional coverage/price with the underwriter.
Completes the renewal bind processes and checklists quickly and accurately, ensuring all aspects of the renewal are documented in the file.
Ensures the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.
Qualifications
Current Insurance License in Property & Casualty for the state in which your agency office is located.
Ability to work toward professional designation.
Comfortable in an electronic environment with strong computer skills.
Strong working knowledge of Word, PowerPoint, and Excel.
Excellent people skills and ability to work well in a team environment.
Excellent verbal and written communication skills.
Strong organizational skills and attention to detail.
Education and Experience
High school diploma (college preferred).
Bachelor’s Degree in a Business or related field OR equivalent relevant experience.
A minimum of 5 years' experience within the insurance industry or business-related experience.
Benefits and Perks
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical, Dental, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
Note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.
Legal and Privacy Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
Job Summary Acrisure is seeking an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.
Responsibilities
Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
Assists Producers and Account Executives with Client service commitments.
Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
Functions as the day-to-day customer contact and focuses their time on troubleshooting issues and helping the client make well-informed decisions that position the client for success.
Manages the new business and renewal process, as well as oversees day-to-day client changes.
Accountable for client service delivery through high and/or increased client retention, rounding of accounts, referrals and uneventful renewals.
Ensures pre-renewal information is sent out within service standards and follows up with clients for timely responses, and with insurance markets for timely quotes.
Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan and executes it. Creates accurate proposals/deliverables for the Producers and Service Teams to use at client renewal meetings.
Reviews quotes for accuracy against supporting documents and negotiates additional coverage/price with the underwriter.
Completes the renewal bind processes and checklists quickly and accurately, ensuring all aspects of the renewal are documented in the file.
Ensures the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.
Qualifications
Current Insurance License in Property & Casualty for the state in which your agency office is located.
Ability to work toward professional designation.
Comfortable in an electronic environment with strong computer skills.
Strong working knowledge of Word, PowerPoint, and Excel.
Excellent people skills and ability to work well in a team environment.
Excellent verbal and written communication skills.
Strong organizational skills and attention to detail.
Education and Experience
High school diploma (college preferred).
Bachelor’s Degree in a Business or related field OR equivalent relevant experience.
A minimum of 5 years' experience within the insurance industry or business-related experience.
Benefits and Perks
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical, Dental, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
Note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.
Legal and Privacy Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr