Job Title: 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.

Job Summary:

The Account Manager - Personal Lines position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and the innovative use of technology. The Account Manager - Personal Lines is responsible for managing and nurturing client relationships to ensure satisfaction, retention, and growth. This role involves consulting on insurance plan designs and applicable compliance services, handling renewal negotiations, and overseeing vendor and insurance carrier selections. The Account Manager will also leverage technology and market insights to enhance service delivery, identify cross-selling opportunities, and support clients with their small business and personal insurance needs.

Key Responsibilities:

1. Client Relationship Management:

Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business.

Understand client needs and objectives, providing strategic recommendations and tailored data driven solutions Proactivity communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy.

Maintain timely and accurate data for assigned customer activity in Agency Management System and related customer engagement software where applicable.

Maintain consistent and ongoing engagement throughout the customer lifecycle.

2. Strategic Engagement and Execution:

Implement and monitor data driven and customer tailored marketing or awareness campaigns.

Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations.

Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns

3. Strategic Planning and Support:

Contribute to the identification of new opportunities for client growth and expansion of services.

Share client engagement best practices with peers

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

4. Coordination and Collaboration:

Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners.

Collaborate with the Digital Personal Lines Team Leader to address any challenges and continuously improve service delivery.

Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success.

Drive client adoption of self-service tools and enrollment capabilities.

5. Client Success and Value Delivery:

Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.

Promote additional digital services and solutions that can further support client objectives and business growth.

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

Met or exceed client retention and satisfaction metrics through a highly consultative and technology first approach.

Perform other tasks or projects as requested by service team or region leadership.

Qualifications:

Education:

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

Hold applicable Health and Life Insurance state license

Experience:

Minimum of 2 years of experience in, account management, or a related role and possess and has held a current license for over 1 year.

Proven experience in managing client relationships and achieving retention targets

Experience in remarking clients across multiple carriers, delivering client proposals and providing consultation regarding solutions available.

Ability to account round and cross sell products to broaden the total client relationship.

Skills:

Strong client management and relationship-building skills, with a client-focused approach.

Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.

Experience in Applied EPIC or similar account management software.

Ability to multitask across multiple systems and workflows.

Ability to work collaboratively in a team environment and manage multiple projects simultaneously.

Creative problem-solving abilities and a passion for customer service.

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

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com  or learn more here.

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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.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.