Remote - Personal Lines Account Manager (American Casualty Insurance Agency)

Acrisure

Taylor Texas

United States

Sales
(No Timezone Provided)

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 500 locations across the US and continue to grow every month. To fuel that growth, we have another exciting opportunity as a Personal Lines Account Manager with American Casualty Insurance Agency, an Acrisure Agency partner.

This position is responsible for working with personal lines accounts on prospective and existing business opportunities. The position will identify client needs and recommend products that will address them.

Essential Duties and Responsibilities

  • Identify exposure to loss and recommend appropriate coverages
  • Review of policies, verifies accuracy
  • Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
  • Investigate client issues and resolve problems
  • Make recommendations upon client needs & demographics
  • Process renewals according to agency procedures.
  • Complete applications, submits applications to eligible and appropriate carriers, follow up to ensure timely receipt of quotations and policies
  • Maintain communication on a regular basis with clients to ensure client satisfaction
  • Interface with other departments to ensure proper client service
  • Process incoming mail and phone requests, responding promptly and appropriately
  • Determine reasons for request for cancellations; act to save accounts
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/or Experience
  • High School Diploma or the recognized equivalent is required, bachelor's degree preferred
  • Property & Casualty insurance license, required
  • Minimum of three (3) years personal lines insurance industry experience or related work, required
  • Active Property & Casualty license, required
Technology Skills
  • Applied Epic or similar agency management software experience, preferred
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Other Qualifications
  • Attention to detail and commitment to a high level of accuracy
  • Ability to maintain a professional demeanor and positive attitude
  • Maintain a sense of urgency and ability to work with and meet specific deadlines
  • Ability to multi task, prioritize, work independently and use discretion surrounding sensitive information
  • Time Management Skills with ability to prioritize workload
  • Ability to work independently and with a high degree of interaction with Account Executives and Producers
  • Technical Skills - excellent written and verbal communication skills, ability to comprehend written/verbal instructions
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Moderate stress due to regular deadlines and daily challenges
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs
Work at Home

Our Office has transitioned to a work from home/remote environment.

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off and 401k plan

Remote - Personal Lines Account Manager (American Casualty Insurance Agency)

Acrisure

Taylor Texas

United States

Sales

(No Timezone Provided)

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 500 locations across the US and continue to grow every month. To fuel that growth, we have another exciting opportunity as a Personal Lines Account Manager with American Casualty Insurance Agency, an Acrisure Agency partner.

This position is responsible for working with personal lines accounts on prospective and existing business opportunities. The position will identify client needs and recommend products that will address them.

Essential Duties and Responsibilities

  • Identify exposure to loss and recommend appropriate coverages
  • Review of policies, verifies accuracy
  • Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
  • Investigate client issues and resolve problems
  • Make recommendations upon client needs & demographics
  • Process renewals according to agency procedures.
  • Complete applications, submits applications to eligible and appropriate carriers, follow up to ensure timely receipt of quotations and policies
  • Maintain communication on a regular basis with clients to ensure client satisfaction
  • Interface with other departments to ensure proper client service
  • Process incoming mail and phone requests, responding promptly and appropriately
  • Determine reasons for request for cancellations; act to save accounts
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/or Experience
  • High School Diploma or the recognized equivalent is required, bachelor's degree preferred
  • Property & Casualty insurance license, required
  • Minimum of three (3) years personal lines insurance industry experience or related work, required
  • Active Property & Casualty license, required
Technology Skills
  • Applied Epic or similar agency management software experience, preferred
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Other Qualifications
  • Attention to detail and commitment to a high level of accuracy
  • Ability to maintain a professional demeanor and positive attitude
  • Maintain a sense of urgency and ability to work with and meet specific deadlines
  • Ability to multi task, prioritize, work independently and use discretion surrounding sensitive information
  • Time Management Skills with ability to prioritize workload
  • Ability to work independently and with a high degree of interaction with Account Executives and Producers
  • Technical Skills - excellent written and verbal communication skills, ability to comprehend written/verbal instructions
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Moderate stress due to regular deadlines and daily challenges
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs
Work at Home

Our Office has transitioned to a work from home/remote environment.

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off and 401k plan