Account Manager - Personal Lines

Job Title: Account Manager – Personal Lines

Department: Digital Service Center

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. 

Position Overview:

The Personal Lines Account Manager position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and the innovative use of technology. The Personal Lines Account Manager is responsible for managing and nurturing client relationships to ensure satisfaction, retention, and growth. This role involves sales and service of insurance products while ensuring retention levels are maintained, handling all complaints, actioning renewals, and overseeing client relationships. The Account Manager will also leverage technology and market insights to enhance service delivery, identify cross-selling opportunities, and support clients with all their personal lines insurance needs.

Key Responsibilities:

1. Client Relationship Management:

• Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business.

• Understand client needs and objectives, providing strategic recommendations and tailored solutions. Proactively communicate and coordinate renewals and relationships.

• Maintain timely and accurate updates and changes on policies for assigned customer activity in Agency Management System and related customer engagement software where applicable.

• Maintain consistent and ongoing engagement throughout the customer lifecycle.

2. Strategic Engagement and Execution:

• Implement and monitor data driven and customer tailored marketing or awareness campaigns.

• Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations.

• Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns

3. Strategic Planning and Support:

• Contribute to the identification of new opportunities for client growth and expansion of services.

• Share client engagement best practices with peers

• Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.

4. Coordination and Collaboration:

• Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners.

• Collaborate with the Digital Employee Personal Team Leader to address any challenges and continuously improve service delivery.

• Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success.

• Drive client adoption of self-service tools and enrollment capabilities.

5. Client Success and Value Delivery:

• Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.

• Promote additional digital services and solutions that can further support client objectives and business growth.

• Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.

• Met or exceed client retention and satisfaction metrics through a highly consultative and technology first approach.

• Perform other tasks or projects as requested by service team or region leadership.

Qualifications

Education:

• Bachelor’s degree in business administration, or a related field experience preferred.

• Hold applicable insurance licenses.

Experience:

• Minimum of 2 years of experience in, account management, or a related role and possess and has held a current license for over 1 year.

• Proven experience in managing client relationships and achieving retention targets

• Experience in remarketing clients across multiple carriers, delivering client proposals and providing consultation regarding solutions available.

• Ability to account round and cross sell products to broaden the total client relationship.

Skills:

• Strong client management and relationship-building skills, with a client-focused approach.

• Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.

• Experience in Applied EPIC or similar account management software.

• Ability to multitask across multiple systems and workflows.

• Ability to work collaboratively in a team environment and manage multiple projects simultaneously.

• Creative problem-solving abilities and a passion for customer service.