Lead Account Manager - PL

Job Title: Lead Account Manager – Personal Lines

Department: Digital Service Center

About Acrisure:

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. 

Position Overview:

The Lead Personal Lines Account Manager position is a pivotal role that drives client success through strategic consultation, effective leadership, and innovative technology utilization. This role is responsible for managing and nurturing key client relationship, ensuring satisfaction, retention and growth while leading a team to enhance overall service delivery. The Lead Account Manager will also play a crucial role in guiding digital strategy implementation, mentoring team members, and spearheading business development efforts.

Key Responsibilities:

1. Strategic Client Relationship Management:

• Act as a trusted advisor for clients, managing complex accounts with a consultative, technology-driven approach.

• Serve as the primary point of contact for clients, overseeing day-to-day communications and fostering strong, long-lasting relationships.

• Proactively lead client renewals, retention strategies, and policy changes ensuring seamless service delivery.

• Maintain accurate and timely updates within the Agency Management System and related customer engagement platforms.

• Develop and implement client engagement strategies throughout the customer lifecycle.

2. Leadership, Strategic Engagement & Business Growth:

• Lead and mentor a team of account managers, setting best practices and fostering a culture of continuous improvement.

• Develop and execute data-driven client engagement campaigns to maximize retention and cross-sell opportunities.

• Analyze market trends and client data to anticipate needs and provide innovative solutions.

• Oversee retention and growth targets, leveraging proactive, data-drive customer engagement tools.

3. Strategic Planning and Organizational Advancement:

• Identify and develop new opportunities for client growth and expansion of services.

• Establish and implement best practices across the team to enhance efficiency and effectiveness.

• Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.

4. Cross-Functional Coordination and Collaboration:

• Work closely with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners to enhance service delivery and efficiency.

• Partner with the Digital Employee Personal Team Leader and key stakeholders to drive innovation in self-service tools and technology adoption.

• Lead cross-functional initiatives that integrate the overall digital strategy into the client experience, improving automation, communication, and engagement.

5. Client Advocacy and Value Optimization:

• Serve as a key advocate for client needs, ensuring a best-in-class experience and to foster long-term partnerships.

• Promote and implement digital solutions that enhance customer satisfaction and operational efficiencies.

• Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.

• Consistently exceed client retention, satisfaction, and revenue growth objectives through a pro-active, high-touch engagement approach.

Qualifications:

Education:

• Bachelor’s degree in business administration, or a related field experience preferred.

• Hold applicable Insurance licenses.

Experience:

• Minimum of 6 years of experience in, account management, or a related role and possess and has held a current license for over 3 years.

• Proven experience in handling complex accounts, cross-selling, and delivering tailored solutions across multiple carriers.

• Strong background in remarketing clients, developing proposals, and providing consu