Personal Lines Insurance Account Manager

Personal Lines Insurance Account ManagerAbout 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, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.Job DescriptionAcrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by entrepreneurial spirit, innovation, client centricity, and a strong will to win.Job SummaryMaintain a high level of client retention by managing day-to-day service needs of clients and developing strong client relationships. Market and service accounts in line with platform objectives and procedures. Contribute to profitable growth by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages, and providing extraordinary client service.ResponsibilitiesDevelop and maintain a “Book of Business” profitable for the platform and carriers.Provide timely, professional, accurate communication to clients, team, carrier representatives, and underwriters.Work with clients to adjust limits and coverages; educate clients about coverage, exclusions, and exposures; document all actions in the agency management plete all transactions, paperwork, mail, and internal processing for accounts.Prequalify insurance prospects for insurability and risk quality.Survey loss exposures, needs, and potential uninsurable or difficult exposures for plete applications and related documentation for submission to insurers.Verify accuracy of endorsements and policies.Conduct renewal review meetings and advise clients on effective coverage and competitive pricing.Market renewals and negotiate with company underwriters.Collect applicable down payments and obtain signatures on applications and supporting documentation.Maintain confidentiality of client records and communications.Seek referrals and assist in generating new business.Refer current and prospective clients to Benefits and Commercial Insurance as appropriate.Coach and mentor junior team members; may lead meetings and ply with agency standards, policies, and procedures.This description may be modified from time to time at management’s discretion.RequirementsDemonstrated verbal and written communication skills with correct grammar, spelling, and punctuation.Strong mathematical or accounting understanding.High level of critical thinking and problem-solving abilities.Attention to detail with minimal errors.Ability to adapt to change in a fast-paced environment.Proficiency with technology including MS Office; knowledge of Agency Management Systems (Applied Epic a plus).Able to function independently and as part of a plies with continuing education requirements for licensing and professional designations.Keeps informed about industry trends, new production information, coverages, and technology to stay current.Education/ExperienceBachelor’s degree or 3+ years of personal insurance experience, or recognized equivalent.Hold and maintain appropriate state Property and Casualty licenses or obtain within three months of hire.Maintain professional designations (CISR, AINS); pursue advanced designations (API, AIS, CIC, or others).DemandsThe physical demands describe the essential functions of the job. Reasonable accommodations may be made for individuals with disabilities.Moderate stress due to deadlines and daily challenges.High finger dexterity for typing and documentation.Occasionally lift up to 20 lbs.Work EnvironmentHybrid environment; temperature-controlled, non-smoking office. Moderate noise level.Hybrid work option.Benefits & PerksCompetitive compensationIndustry-leading healthcareSavings and investmentsCharitable giving programsOpportunities for growth and educational resourcesGenerous time awayHybrid work optionThe base salary range for this position is $69,000 – $80,000 annually. This range reflects Acrisure’s good faith estimate at the time of posting. Placement within the range depends on factors such as skills, experience, qualifications, location, and internal equity.Pay details: The base compensation range is $70,000 - $80,000. Acrisure is committed to employing a diverse workforce; all applicants will be considered regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability. California residents can review our privacy policy at and Agency NoticeAcrisure does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered Acrisure’s property. #J-18808-Ljbffr

Created: 2025-09-21