Personal Insurance Account Manager

Acrisure, LLC - Wallingford, CT

Full-time - Mid Level

Remote - Wallingford, CT

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Personal Insurance Account Manager at Acrisure is responsible for meeting the overall insurance needs of clients by providing prompt, accurate, and professional services. This role involves managing a personal lines book of business, offering advice on insurance matters, and ensuring client satisfaction through effective communication and service delivery. The position allows for partial or fully remote work, catering to candidates with a strong work ethic and proven performance in remote settings.

Responsibilities

• Provide advice and counsel on personal lines matters to an assigned book of business.
• Meet daily servicing needs of clients.
• 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.
• Review and process endorsements, renewals, and cancellations, ensuring 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.
• Must be organized and detail-oriented with excellent verbal and communication skills.
• A positive, team-oriented attitude is necessary.
• Ability to work independently and self-motivated.
• Strong sense of initiative with a proven ability to resolve complex issues.
• Proficient with Microsoft Office products.
• Experience working on Applied ‘Epic' system is required.

Nice-to-haves

• Having a working knowledge of the insurance companies represented.