Acrisure Trade Credit · 1 day ago
Personal Lines High Net Worth Account Manager
Wallingford, CT
Full-time
Onsite
Mid Level
$70K/yr - $90K/yr
3+ years expAcrisure is a global fintech leader empowering businesses and individuals with customized solutions. The Personal Lines Account Manager for High-Net Worth is responsible for managing client insurance programs, conducting reviews, and providing risk management solutions while maintaining strong client relationships.
CreditFinancial ServicesInsurance
Responsibilities
Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs
Review exposures and current insurance program for assigned clients
Determine if current carrier is the best fit to address the client’s needs including coverage, protection, and cost effectiveness
Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs
Provide daily service, anticipate customer’s needs, and respond to client questions and issues in a timely and consultative 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 to be quoted & accurately issued on a timely basis, claims being handled properly and accurately on a timely basis, etc.)
Complete account reviews
Keep aware of and provide best in class account management to ensure optimization of customer experience, operational efficiencies, etc. and share feedback with producers regarding potential opportunities
Ensure processes are followed on a timely basis to support business needs, including but not limited to, coverage review process, work in EPIC, and ensure all umbrella policies are updated to maintain comprehensive coverage
Identify and communicate any exclusions or changes to clients’ policies as well as any potential for mitigating options
Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client
Qualification
Required
Property & Casualty license required
Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint
Strong organizational and effective time management skills, along with a demonstrated attention to detail
Communicates and interacts professionally and effectively with all levels of management, employees, and clients; Must have strong interpersonal and communication skills and be solution focused
Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect
Must demonstrate a high level of initiative, be a team player, and display resourcefulness to find win-win solutions whenever possible
Preferred
3-5 years of prior insurance industry experience with High Net Worth clientele is preferred
Associate's Degree or higher is desired, or equitable experience
Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC
Benefits
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Company
Acrisure Trade Credit
WHAT WE DO: Help businesses & lenders grow sales, offer more competitive terms, and increase profitability.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gene Ferraiolo
Partner
Company data provided by crunchbase