Account Manager – Personal Lines

Role Overview

• 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.
• 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.
• 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.
• 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.
• 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.

Requirements

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

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