Personal Insurance Account Manager - New England Platform

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Acrisure

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Commercial Property and Casualty • Risk Management • Loss and Claims Management • Employee Benefits • Professional Employer Organization

10,000+

Description

• The primary function of this position is to meet the overall insurance needs of our clients. • Provide prompt, accurate, professional services. • Maintain and grow our personal lines book of business. • Provide advice and counsel on personal lines matters to an assigned book of business. • Meet daily servicing needs of our clients. • Evaluate prospects’ current insurance coverages and offer alternatives based on coverage and price. • Present proposals and finalize sales. • Remarket existing clients as directed by management or client need. • Process endorsements and ensure they are properly issued. • Produce insurance ID and evidence of insurance as needed. • Quote and issue new business through account rounding and/or referral networks. • Work assigned activities and tasks in a timely manner. • Ensure accuracy of policy documents and maintain up-to-date client records.

Requirements

• 3-5+ years of personal lines experience within an independent agency setting. • Property and Casualty Producer license is required. • Proficient with Microsoft Office products. • Experience working on Applied ‘Epic’ system is required. • Having a working knowledge of the insurance companies we represent is a plus.