Acrisure · 1 day ago
Account Manager - Personal Lines
Grandview Heights, OH
Full-time
Onsite
Entry, Mid Level
$40K/yr - $75K/yr
2+ years expAcrisure is a global Fintech leader that provides a range of financial products and services. The Personal Lines Digital Account Manager is responsible for managing client relationships, ensuring satisfaction and retention, and leveraging technology to enhance service delivery.
Financial ServicesInsuranceInsurTech
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
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
Qualification
Required
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
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
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
Preferred
Bachelor's degree in business administration, or a related field experience preferred
Experience in Applied EPIC or similar account management software
Benefits
Comprehensive medical insurance
Dental insurance
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
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Company data provided by crunchbase