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About the Role

The Personal Lines Account Manager for High-Net Worth is responsible for conducting annual reviews of clients’ insurance programs, staying current on changes in clients' lifestyle that impact their risk profile and coverages, negotiating with carriers on clients' behalf, discussing potential risks, recommending appropriate coverages, and providing overall stewardship of risk management solutions for clients.

Responsibilities

Manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and addressing their business needs.
Review exposures and current insurance program for assigned clients.
Determine if the 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 ensure they are fulfilling their responsibilities to the customer.
Complete account reviews.
Provide best-in-class account management to ensure optimization of customer experience and operational efficiencies, and share feedback with producers regarding potential opportunities.
Ensure processes are followed on a timely basis to support business needs, including 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.

Requirements

Strong organizational and effective time management skills, along with a demonstrated attention to detail.
Communicate and interact 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.

Skills

Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint.
Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC.

Location

On-site

Work Type

On-site

Experience Level

3-5 years of prior insurance industry experience with High Net Worth clientele is required

Education Level

Associate’s Degree or higher is desired, or equitable experience
Property & Casualty license required

Salary/Compensations

$70,000 - $90,000

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

About the Company

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward.
Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries.
Acrisure was built on entrepreneurial spirit.
Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Equal Opportunity

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.