Personal Lines Account Manager

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:

Typically, expect some professional experience supporting sales in an administrative capacity. Knows and applies the principles of insurance to everyday situations. Typically, an individual contributor; works with occasional guidance or direct supervision. Performs more routine responsibilities and are primary points of contact for the clients they oversee. Develops coverage strategy and plan.  Account Managers have their own accounts, but they may work with simpler or less demanding clients than more experienced managers. Required to have the necessary insurance license(s).

Responsibilities:

• Establish credibility by developing sustainable relationships with client personnel and main day-to-day contacts and to be recognized as a trusted advisor by clients, Mid Atlantic leadership, and peers

• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs

• Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc

• Understand client’s business goals, how they measure success, and how we can help them achieve and track such goals

• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client

• Provide a high level of service to clients in a specialized industry, continuously looking for more points of engagement and more ways MA as an organization can plug in with the client

• Responsible for maintaining timeline and process during renewal cycle, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals

• Collaborate with Team Lead to set the marketing/renewal strategy and execute on the agreed upon strategy

• Coordinate calls and meetings with client such as renewal presentations, but also pre-renewal calls to set client’s expectations for the renewal, provide updates on the marketplace, and communicate proposed strategy with client

• Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages

• Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year

• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues

• Collaboration & Communication within practice group to address any emerging risks, carrier issues, etc

• that need to be addressed

• Review policies and endorsements for accuracy; report errors to insurance company to correct

Client-Facing Expectations:

• Establish credibility by developing sustainable relationships with client personnel and main day-to-day contacts and to be recognized as a trusted advisor by clients, Mid Atlantic leadership, and peers

• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs

• Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc.

• Understand client’s business goals, how they meas