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Acrisure · 4 months ago

Personal Lines High Net Worth Account Manager

10 Research Pkwy Ste. 400 - WALLINGFORD, CT

Full-time

Hybrid

Mid Level

$65K/yr - $85K/yr

3+ years exp

Acrisure is a global fintech leader empowering businesses and individuals with tailored insurance solutions. The Personal Lines Account Manager for High-Net Worth will manage client relationships, conduct annual reviews of insurance programs, negotiate with carriers, and provide risk management stewardship.

Financial ServicesInsuranceInsurTech

Responsibilities

Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs

Review exposures and current insurance program for assigned clients

Determine if 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 make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements to be quoted & accurately issued on a timely basis, claims being handled properly and accurately on a timely basis, etc.)

Complete account reviews

Keep aware of and provide best in class account management to ensure optimization of customer experience, operational efficiencies, etc. and share feedback with producers regarding potential opportunities

Ensure processes are followed on a timely basis to support business needs, including but not limited to, 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

Qualification

High Net Worth insuranceProperty & Casualty licenseAPPLIED EPICMicrosoft OfficeOrganizational skillsInterpersonal skillsTime managementCommunication skills

Required

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

Associate's Degree or higher is desired, or equitable experience

Property & Casualty license required

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

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

Communicates and interacts 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