Account Manager - Personal Lines jobs in United States
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Acrisure · 1 day ago

Account Manager - Personal Lines

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services. The Account Manager is responsible for developing sustainable client relationships, providing risk management consultation, and maintaining timelines and processes during the renewal cycle.

Financial ServicesInsuranceInsurTech

Responsibilities

Establish credibility by developing sustainable relationships with client personnel and main day-to-day contacts and to be recognized as a trusted advisor by clients, Mid Atlantic leadership, and peers
Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs
Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc
Understand client’s business goals, how they measure success, and how we can help them achieve and track such goals
Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client
Provide a high level of service to clients in a specialized industry, continuously looking for more points of engagement and more ways MA as an organization can plug in with the client
Responsible for maintaining timeline and process during renewal cycle, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
Collaborate with Team Lead to set the marketing/renewal strategy and execute on the agreed upon strategy
Coordinate calls and meetings with client such as renewal presentations, but also pre-renewal calls to set client’s expectations for the renewal, provide updates on the marketplace, and communicate proposed strategy with client
Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages
Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year
Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
Collaboration & Communication within practice group to address any emerging risks, carrier issues, etc that need to be addressed
Review policies and endorsements for accuracy; report errors to insurance company to correct
Establish credibility by developing sustainable relationships with client personnel and main day-to-day contacts and to be recognized as a trusted advisor by clients, Mid Atlantic leadership, and peers
Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs
Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc
Understand client’s business goals, how they measure success, and how we can help them achieve and track such goals
Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client
Provide a high level of service to clients in a specialized industry, continuously looking for more points of engagement and more ways MA as an organization can plug in with the client
Responsible for maintaining timeline and process during renewal cycle, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
Collaborate with Team Lead to set the marketing/renewal strategy and execute on the agreed upon strategy
Coordinate calls and meetings with client such as renewal presentations, but also pre-renewal calls to set client’s expectations for the renewal, provide updates on the marketplace, and communicate proposed strategy with client
Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages
Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year
Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
Collaboration & Communication within practice group to address any emerging risks, carrier issues, etc that need to be addressed
Review policies and endorsements for accuracy; report errors to insurance company to correct

Qualification

Licensed in propertyCasualty insuranceCommercial Lines experienceP&C coveragesMS Office ProductsCustomer service skillsCommunication skillsOrganizational skillsPresentation skillsProblem solving techniques

Required

Excellent phone etiquette, communication and interpersonal skills
Able to work with minimum supervision; able to accept direction on given assignments
Good verbal and written communications skills
Knowledge of MS Office Products (Word, Excel, Outlook)
Strong organizational skills and ability to handle multiple tasks and prioritize work
Demonstrated flexibility and adaptability to changing priorities and deadlines
Strong attention to detail to ensure document accuracy
Able to work effectively in a team environment with strong customer service skills
Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets
Strong knowledge of all basic P&C coverage's to include workers compensation, general liability and auto
Demonstrated superior presentation or relationship skills to present proposals to customers and prospects in this highly Client interactive role
Minimum 5 years relevant Commercial Lines experience required
High school diploma required and College degree preferred
Licensed in property and casualty insurance
Continued work towards obtaining an insurance related designation

Preferred

College degree preferred

Company

Acrisure

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Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.

Funding

Current Stage
Late Stage
Total Funding
$11.37B
Key Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B

Leadership Team

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Greg Williams
Co-Founder, Chairman & CEO
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Mark Wassersug
Chief Technology Officer
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Company data provided by crunchbase