Personal Lines Insurance Account Manager

Key Responsibilities: 

• Ensure accuracy of policy documents and maintain up-to-date client records. 

• Review and process policy renewals, endorsements, and cancellations. 

• Proactively address & promptly respond to client inquiries, resolve issues and provide expert advice. 

• Underwrite new and renewal business. 

• Prepare quotes for existing & new clients, as well as carry through to policy issuance with the carrier. 

• Coordinate with underwriters and carriers to secure the best coverage and pricing for clients. 

• Assist clients with claims processing and follow up to ensure satisfactory resolution. 

• Identify opportunities for cross-selling and up-selling additional insurance products. 

• Perform other specific duties as assigned by management. 

Compliance and Documentation: 

• Ensure compliance with industry regulations and company policies. 

• Maintain accurate and organized documentation for all client interactions and transactions. 

Experience: 

• Candidates should have a Bachelor’s degree and at least 5 years of previous experience in Personal Lines Insurance, however, appropriate experience may be substituted. 

• Works well in a team environment. Frequently communicates with other team members, management and carriers. 

• Must be comfortable in a paperless work environment. 

Certifications: 

• Must possess a P&C Insurance License

Skills: 

• Excellent communication and interpersonal skills. 
• Strong organizational, time-management and multi-task skills. 
• Proficiency in Microsoft Office 365, EPIC, carrier websites and other software. 
• Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance. 
• Knowledge of Texas insurance regulations and the TX Registry of Motor Vehicles processes. 
• Must be comfortable in a paperless work environment. 

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option           
• Opportunities for Growth
• Parental Leave
• Generous time away

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

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