Personal Insurance Account Manager (New England Platform)

Posted 3 Days Ago
Be an Early Applicant
Montpelier, VT
Mid level
Fintech • Software • Financial Services
The Role
As a Personal Insurance Account Manager, you will maintain and grow client relationships, ensure their insurance needs are met, and provide exceptional service. Responsibilities include reviewing current insurance programs, assessing coverage and cost-effectiveness, coordinating with producers, and monitoring carrier activities to ensure accurate policy management.
Summary Generated by Built In

Job Summary:

Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent communication skills, and a passion for delivering results. 

Essential Duties and Responsibilities:

  • Establish & maintain a strong relationship and make periodic decisions on account updates and coverages

  • Review exposures and current insurance program for assigned clients

  • Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration

  • Work with producers with the development and decisions about plans of action and coverages for new accounts

  • Provide day-today service, anticipate customer’s needs, and respond to client questions and issues in a timely manner

  • Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage

  • Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.:  policies & endorsements quoted & accurately issued on a timely basis, claims being handled properly & on a timely and accurate basis)

  • Complete account reviews

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 Experience:

  • 3-5 years of prior insurance industry experience preferred

  • High school diploma or the recognized equivalent, required

  • Maintain P&C License, required

  • Proficient in the use of Windows programs including Outlook, Word and Excel

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.

The Company
HQ: Grand Rapids, Michigan
3,983 Employees
On-site Workplace

What We Do

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 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 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. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

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