Personal Lines Account Manager

About Us Acrisure is a fast-growing fintech leader that operates a global insurance broker. 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 Primary point of contact for clients, working under direct supervision; supports coverage strategy and plan, applying principles of insurance to everyday situations.
Responsibilities Perform daily service tasks on assigned accounts using the agency’s written procedures, including quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company requests in a timely manner.
Support and inform coverage plans as necessary, including insurance marketing and sales activities.
Collect renewal data on assigned accounts.
Provide claims support and review new/renewal policies and endorsements to ensure items were received as ordered.
Maintain accuracy of client data in the agency management system (Applied Systems / EPIC) and document all activities.
Understand and utilize upload, download, and interface technology.
Assist other agency departments with securing information necessary to issue appropriate policies for mutual clients.
Keep Producers informed of all important activities on their accounts, including potential problems, and inform management.
Keep current with industry trends, participate in educational seminars, and maintain sales skills and license compliance.
Maintain knowledge of underwriting requirements of contracted carriers and policy provisions.
Complete other functions and assignments as assigned, including backup duties.
Qualifications Active Property & Casualty Producer License.
Strong organizational skills: ability to prioritize and be proactive.
Computer skills, specifically Microsoft Word, Outlook, and Excel.
Mathematical skills: ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning skills: ability to solve practical problems and interpret a variety of instructions.
Applied Systems / EPIC experience is a plus.
High School diploma required; Associate Degree or higher preferred.
CPCU or special training course completion is a plus.
Pay Details The base compensation range for this position is $70,000 - $85,000.
Benefits Physical Wellness: Comprehensive medical, dental, vision insurance; life and disability insurance; fertility benefits; wellness resources; paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program; access to a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; employee discount programs.
Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; pet insurance coverage.
Equal Opportunity Employer 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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