Acrisure-posted 9 months ago
Full-time • Mid Level
Hybrid • Auburn Hills, MI
5,001-10,000 employees
Professional, Scientific, and Technical Services

Acrisure is seeking a dedicated professional to maintain a high level of client retention by managing the day-to-day service needs of our clients and fostering strong client relationships. The role involves marketing and servicing accounts in accordance with platform objectives and procedures, contributing to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, and up-selling of limits/coverages while providing extraordinary client service.

  • Develop and maintain a 'Book of Business' that is profitable for the platform and carriers.
  • Provide timely, professional, accurate communication to client, team, carrier representatives and underwriters.
  • Work with clients in making appropriate limit and coverage changes; inform and educate clients about coverage, exclusions and exposures and consistently document in the agency management system.
  • Complete all transactions, paperwork, mail, and internal processing for accounts.
  • Prequalify insurance prospects for insurability and qualify of risk.
  • Survey loss exposures, needs and possible uninsurable or difficult to insure exposures for clients.
  • Complete applications and related documentation for submission to companies.
  • Verify accuracy of all endorsements and policies.
  • Complete account renewal reviews meetings and make recommendations to client to provide them with effective coverage and/or more competitive pricing.
  • Market account renewals and negotiate with company underwriters.
  • Collect applicable down payments from clients for purchases of new and upgraded coverages and obtain signatures on all applications and supporting documentation for clients.
  • Keep and maintain confidentiality of client records and communication.
  • Seek referrals from clients and follow through to help generate new business.
  • Refer current and prospective clients to Benefits Department and Commercial Insurance for solicitation of those lines of business.
  • Coach and mentor junior members of the personal lines, may lead team meetings and initiatives.
  • Comply with agency standards, policies, and procedures.
  • Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
  • Must have a high level of understanding accounting or strong math skills.
  • High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
  • Demonstrated attention to detail, producing outcomes with minimal errors.
  • Ability to adapt well to change in direction and priority in a fast-paced environment.
  • Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
  • Knowledge of Agency Management Systems; Applied Epic a plus.
  • Able to function independently and as part of a team.
  • Complies with continuing education requirements for agent licensing as well as professional designations.
  • Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
  • Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within three (3) months of hire date.
  • Maintain professional designations (CISR elite, AINS).
  • Initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations).
  • Competitive Compensation
  • Industry-Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Offering hybrid work option
  • Opportunities for Growth
  • Educational Resources
  • Generous time away
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