Personal Insurance Account Manager

October 26

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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

• Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. • Market and service accounts in accordance with the platform objectives and Procedures. • Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, upselling of limits/coverages and by providing extraordinary client service. • Develop and maintain a “Book of Business” that is profitable for the platform and carriers. • Provide timely, professional, accurate communication to client, team, carrier representatives and underwriters. • Works with clients in making appropriate limit and coverage changes; informs and educates clients about coverage, exclusions and exposures and consistently documents in the agency management system. • Completes all transactions, paperwork, mail, and internal processing for accounts. • Prequalifies insurance prospects for insurability and qualify of risk. • Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients. • Completes applications and related documentation for submission to companies. • Verifies accuracy of all endorsements and policies. • Completes account renewal reviews meetings and makes recommendations to client to provide them with effective coverage and/or more competitive pricing. • Markets account renewals and negotiates with company underwriters. • Collects applicable down payments from clients for purchases of new and upgraded coverages and obtains signatures on all applications and supporting documentation for clients. • Keep and maintain confidentiality of client records and communication. • Seeks referrals from clients and follows through to help generate new business. • Refers current and prospective clients to Benefits Department and Commercial Insurance for solicitation of those lines of business. • Comply with agency standards, policies, and procedures.

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. • Must have a high level of understanding accounting or strong math skills. • High degree of critical thinking; ability to problem solve when the answer is not readily apparent. • Demonstrated attention to detail, producing outcomes with minimal errors. • Ability to adapt well to change in direction and priority in a fast-paced environment. • Ability to demonstrate advanced level proficiency with a variety of technology including MS Office. • Knowledge of Agency Management Systems; Applied Epic a plus. • The ability to function independently and as part of a team. • Complies with continuing education requirements for agent licensing as well as professional designations. • Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.