Acrisure
Commercial Property and Casualty • Risk Management • Loss and Claims Management • Employee Benefits • Professional Employer Organization
10,000+
Personal Insurance Account Manager
6 days ago
Acrisure
Commercial Property and Casualty • Risk Management • Loss and Claims Management • Employee Benefits • Professional Employer Organization
10,000+
Description
• Meet the overall insurance needs of our clients. • Provide prompt, accurate, professional services to clients, producers, vendors, and company employees. • Evaluate prospect’s 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.
Requirements
• 2+ years of personal lines experience within an independent agency setting. • Property and Casualty Producer license is preferred. • Proficient with Microsoft Office products. • Experience working on Applied ‘Epic’ system is preferred. • Having a working knowledge of the insurance companies we represent is a plus.
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