Personal Lines Account Manager

Acrisure•Costa Mesa, CA

2d•Onsite

About The Position

Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent communication skills, and a passion for delivering results.

Requirements

Excellent computer skills and ability to learn agency automation systems and other internet programs
Proficient in Windows-based operating systems and Microsoft Office products (Word, Excel, Outlook)
Strong typing skills
Effective communication skills, strong organizational skills, attention to detail
Ability to read, understand, and interpret policy change requests and communicate clearly with insurance companies
Ability to communicate orally and in writing to explain complex issues and respond appropriately
Ability to respond to multiple requests effectively and delegate work efficiently
Strong interpersonal skills and ability to cooperate and contribute to company goals
High School diploma or equivalent required
Valid Property & Casualty License required
1 year Personal Lines Account Manager experience with 2 years of experience as a Support Associate required

Nice To Haves

Minimum 3 years Personal Lines Account Manager experience preferred

Responsibilities

Perform daily service on assigned tasks by Client Advisor and/or Account Executives with Acrisure’s written procedures
Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
Respond to client inquiries, incoming mail, and company request needs on a timely basis
Collect renewal data on assigned accounts
Claims support
Review new/renewal policies and endorsements to ensure items were received as ordered
Maintain accuracy of client data in agency management system
Document all activities in agency management system
Understand and utilize upload, download, and interface technology
Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients
Keep Client Advisors informed of all important activities on their accounts, including potential problems
Stay current with industry trends through educational seminars and classes for skill improvement and license compliance
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments assigned, including back-up duties