Personal Lines Account Manager at Acrisure managing client relationships and ensuring satisfaction through strategic consultation and technology utilization.
Responsibilities
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
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.
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)
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