Personal Lines Account Manager

Job Title
Personal Lines Account Manager

Department
Digital Service Center

Job Summary
The Commercial Lines Account Manager role offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and innovative use of technology. The Account Manager will manage and nurture client relationships, ensuring satisfaction, retention, and growth. Responsibilities include sales and service of insurance products, handling complaints, renewing policies, and leveraging technology and market insights to enhance service delivery, identify cross‑selling opportunities, and support clients with all commercial insurance needs.

Key Responsibilities

Client Relationship Management

Serve as the primary point of contact for clients, managing day‑to‑day communications and fostering strong, long‑lasting relationships for the assigned book of business.

Understand client needs and objectives, providing strategic recommendations and tailored solutions.

Proactively communicate and coordinate renewals and relationship milestones.

Maintain timely and accurate policy updates in the Agency Management System and other engagement software.

Engage consistently throughout the customer lifecycle.

Strategic Engagement and Execution

Implement and monitor data‑driven, customer‑tailored marketing or awareness campaigns.

Ensure engagements are valuable, driving industry or solution awareness and delivered on time to exceed client expectations.

Achieve retention and growth targets for the assigned customer block using proactive, data‑driven engagement tools.

Strategic Planning and Support

Identify new opportunities for client growth and service expansion.

Share engagement best practices with peers.

Stay updated with industry trends and best practices to provide cutting‑edge solutions.

Coordination and Collaboration

Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance, and third‑party partners.

Collaborate with the Digital Employee Commercial Team Leader to address challenges and continuously improve service delivery.

Support cross‑functional initiatives that enhance the overall digital strategy and client success.

Drive client adoption of self‑service tools and enrollment capabilities.

Client Success and Value Delivery

Ensure clients receive exceptional value from digital services, exceeding expectations.

Promote additional digital services that support client objectives and growth.

Introduce new ideas, tools, and approaches that enhance the overall client relationship.

Meet or exceed retention and satisfaction metrics through a consultative, technology‑first approach.

Perform other tasks or projects as requested by the service team or regional leadership.

Required Qualifications

Strong client management and relationship‑building skills with a client‑focused approach.

Excellent communication and presentation skills, with an ability to convey complex information clearly.

Experience using account management software.

Ability to multitask across multiple systems and workflows.

Ability to work collaboratively in a team environment and manage multiple projects simultaneously.

Creative problem‑solving abilities and a passion for customer service.

Hold applicable insurance licenses.

Minimum of 2 years of experience in account management or a related role, with a current license held for over 1 year.

Proven experience managing client relationships and achieving retention targets.

Experience remarketing clients across multiple carriers, delivering proposals, and consulting on available solutions.

Ability to cross‑sell products to broaden client relationships.

Preferred Qualifications

Prior experience and proficiency with Applied Epic.

Bachelor’s degree in business administration or a related field.

Pay Details
The base compensation range for this position is $40,000 - $75,000. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Benefits

Physical Wellness: comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; paid sick time.

Mental Wellness: generous paid time off and holidays; Employee Assistance Program; a complimentary Calm app subscription.

Financial Wellness: immediate vesting in a 401(k) plan; HSA and FSA options; commuter benefits; employee discount programs.

Family Care: paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; pet insurance coverage.

Additional benefits and perks may vary by subsidiary entity and location.

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.

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