Personal Lines Account Manager

Responsibilities: 

• Manages client coordination and customer service delivery

• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members. 

• Assists Relationship Managers and Account Executives with Client service commitments. 

• Ensures service standards are met, trends are identified, and process improvements are implemented on the team. 

• Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success. 

• Manages the new business and renewal process, as well as oversees day to day client changes. 

• Accountable for client service delivery through: 

• High and/or increased client retention 

• Rounding of accounts 

• Referrals 

• Uneventful renewals  

• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes. 

• Manages renewal marketing plan (if any) with team and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the team to utilize at client renewal meeting. 

• Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter. 

• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file. 

• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests. 

• Compiles effective executive summaries for progress reports 

• Actively participates in industry related association(s)  

Requirements: 

• Current Insurance License in Property & Casualty  

• Ability to work toward professional designation. 

• Must be comfortable in an electronic environment with strong computer skills. 

• Strong working knowledge of Word, PowerPoint, and Excel. 

• Excellent people skills and ability to work well in a team environment. 

• Excellent verbal and written communication skills. 

• Strong organizational skills and attention to detail.  

Education/Experience: 

• High school diploma (college preferred) 

• Bachelor’s Degree in a Business or related field OR equivalent relevant experience 

• A minimum of 3 years' experience within the insurance industry or business-related experience  

Physical Demands: 

• Position entails long periods of remaining stationary, whether in a seated or standing position 

• Must have access to a reliable source of transportation. Some travel may be required. 

• Frequent and extended screen exposure and a large amount of typing  

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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