Personal Insurance Account Manager (New England Platform)

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:

Typically, expect some professional experience supporting sales in an administrative capacity. Knows and applies the principles of insurance to everyday situations. Typically, an individual contributor; works with occasional guidance or direct supervision. Performs more routine responsibilities and are primary points of contact for the clients they oversee. Develops coverage strategy and plan. Account Managers have their own accounts, but they may work with simpler or less demanding clients than more experienced managers. Required to have the necessary insurance license(s).
 

Essential Duties and Responsibilities:

• Provides advice and counsel on personal lines matters to an assigned book of business

• Underwrites new business opportunities for existing and new clients, analyzing client needs, coverage forms and quotations

• Initiates renewal process for existing clients and creates renewal strategy and processes renewals according to agency procedures

• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy

• Reviews and summarizes marketing results and prepares proposals

• Finalizes proposals and presents to clients

• Proactively addresses & promptly responds to client inquiries, resolves issues and provides expert advice.

• Reviews policies for accuracy and reviews contracts

• Identifies exposure to loss and recommends appropriate coverages

• Issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence

• Verifies policy and policy change information, facilitating corrections when necessary

• Determine reasons for requests for cancellations; acts to save accounts

• Support clients and agency partners with MA Registry of Motor Vehicles document preparation and transactions.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• High School Diploma or the recognized equivalent is required

• Minimum 3+ years’ experience in the personal insurance industry or similar role, required

• Willingness to continuously learn and pursue industry specific designations

Technology Skills:

• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)

• Applied Epic Agency Management experience preferred but not required

• SinglePoint/Boston Software rating experience preferred but not required

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members

• Self-motivated and driven

• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

• Demonstrates excellent time management and prioritization skills

• Attention to detail and commitment to a high level of accuracy

• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information

• Ability to maintain a professional demeanor and positive attitude

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done on location, hybrid in office required 

• Remote work available once training is complete, but hybrid requirement

• The noise level in the work environment is usually moderate

We offer a competitive salary as well as a comprehensive benefits package which includes Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurance, Health Savings Accounts.

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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.