Lead Account Manager - PL

Acrisure • SC

300d

About The Position

The Lead Personal Lines Account Manager position is a pivotal role that drives client success through strategic consultation, effective leadership, and innovative technology utilization. This role is responsible for managing and nurturing key client relationships, ensuring satisfaction, retention, and growth while leading a team to enhance overall service delivery. The Lead Account Manager will also play a crucial role in guiding digital strategy implementation, mentoring team members, and spearheading business development efforts.

Requirements

• Bachelor’s degree in business administration, or a related field experience preferred.
• Hold applicable Insurance licenses.
• Minimum of 6 years of experience in account management, or a related role.
• Proven experience in handling complex accounts, cross-selling, and delivering tailored solutions across multiple carriers.
• Strong background in remarketing clients, developing proposals, and providing consultative solutions.
• Advanced client management and relationship-building skills, with a highly client-focused approach.
• Strong leadership, coaching, and mentoring abilities.
• Excellent communication and presentation skills, capable of simplifying complex information.
• Proficiency in Applied EPIC or similar account management software.
• Ability to multitask across multiple systems and workflows efficiently.
• Ability to work collaboratively in a team environment while managing multiple projects simultaneously.
• Strong problem-solving skills, attention to detail, and a passion for delivering exceptional customer service.

Responsibilities

• Act as a trusted advisor for clients, managing complex accounts with a consultative, technology-driven approach.
• Serve as the primary point of contact for clients, overseeing day-to-day communications and fostering strong, long-lasting relationships.
• Proactively lead client renewals, retention strategies, and policy changes ensuring seamless service delivery.
• Maintain accurate and timely updates within the Agency Management System and related customer engagement platforms.
• Develop and implement client engagement strategies throughout the customer lifecycle.
• Lead and mentor a team of account managers, setting best practices and fostering a culture of continuous improvement.
• Develop and execute data-driven client engagement campaigns to maximize retention and cross-sell opportunities.
• Analyze market trends and client data to anticipate needs and provide innovative solutions.
• Oversee retention and growth targets, leveraging proactive, data-driven customer engagement tools.
• Identify and develop new opportunities for client growth and expansion of services.
• Establish and implement best practices across the team to enhance efficiency and effectiveness.
• Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.
• Work closely with internal teams, including Digital Marketing, Human Resources, Compliance, and third-party partners to enhance service delivery and efficiency.
• Partner with the Digital Employee Personal Team Leader and key stakeholders to drive innovation in self-service tools and technology adoption.
• Lead cross-functional initiatives that integrate the overall digital strategy into the client experience, improving automation, communication, and engagement.
• Serve as a key advocate for client needs, ensuring a best-in-class experience and to foster long-term partnerships.
• Promote and implement digital solutions that enhance customer satisfaction and operational efficiencies.
• Drive innovation within client accounts, introducing new ideas, tools, and approaches that enhance the overall client relationship.
• Consistently exceed client retention, satisfaction, and revenue growth objectives through a pro-active, high-touch engagement approach.

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Educational Resources
• Generous time away

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree