Personal Lines Account Manager

Job Description

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. 

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

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 tasks by Client Advisor and/or Account Executives with Acrisure’s written procedures

• 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

• Collect renewal data on assigned accounts

• Claims support

• Review new/renewal policies and endorsements to ensure 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 policies for mutual clients

• Keep Client Advisors informed of all important activities on their accounts, including potential problems

• Stay current with industry trends through educational seminars and classes for skill improvement 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 assigned, including back-up duties

Requirements

• Excellent computer skills and ability to learn agency automation systems and other internet programs

• Proficient in Windows-based operating systems and Microsoft Office products (Word, Excel, Outlook)

• Strong typing skills

• Effective communication skills, strong organizational skills, attention to detail

• Ability to read, understand, and interpret policy change requests and communicate clearly with insurance companies

• Ability to communicate orally and in writing to explain complex issues and respond appropriately

• Ability to respond to multiple requests effectively and delegate work efficiently

• Strong interpersonal skills and ability to cooperate and contribute to company goals

Education and Experience:

• High School diploma or equivalent required

• Valid Property & Casualty License required

• 1 year Personal Lines Account Manager experience with 2 years of experience as a Support Associate required

• Minimum 3 years Personal Lines Account Manager experience preferred

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Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

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

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and 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; and employee discount programs.

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

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic 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.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

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.