Personal Lines Account Manager (Wallstreet Group)

Wallstreet Group, an Acrisure agency partner, is looking to expand our team with a motivated, team and detail oriented Personal Lines Insurance Manager that will grow to be an intricate part of our culture. The position is best suited for an individual seeking a long-term career in the Insurance Industry and who is looking to partner with a company who promotes personal and professional growth.

The Personal Lines Insurance Account Manager will work with Producers, CSR’s, and Leadership to master the customer lifecycle to maintain and grow an assigned book of business. The right candidate must display an ability to manage and prioritize workload to accommodate the demands of the position and exceed expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Schedules appointments with clients to ascertain their needs. Analyze present coverage and make recommendations accordingly
• Calculates and quotes with different companies to find the best company and fit for the client
• Provides policy services as required, payments, endorsements, cross-sell etc.
• Review audits of policies; verifies accuracy & process updates to policy when necessary
• Proper annotated documentation of all clients and/or internal communication
• Display ability to build and strengthen relationships with existing and prospective clients
• Follow up with Client’s compliance for Loss Control recommendations
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures
• Approaches clients through a combination of methods including mail, phone solicitations, presentation to groups at gatherings and social media

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 in education and experience, required
• P&C insurance license, required
• Minimum 3+ years relevant Personal Lines experience, required

Technology Skills:

• Applied EPIC or similar agency management software experience, preferred
• Proficiency in Microsoft applications (Word, Excel, Office 365, Outlook)

Other Qualifications:

• Ability to work with minimum supervision; able to accept direction on given assignments.
• Demonstrated flexibility and adaptability to changing priorities and deadlines.
• Strong analytical skills and attention to detail to ensure accuracy.
• Excellent phone etiquette, written & verbal communication skills.
• Demonstrated superior presentation and relationship skills in this highly client interactive role.
• Able to work effectively in a team environment with strong customer service skills.

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 Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to work from home when needed (COVID-19)
• When in the office, work is done in a temperature-controlled, non-smoking office
• The noise level in the work environment is usually moderate

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off, 401k plan, Life and Disability Insurance. Wallstreet Group also pays for continuing education courses

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

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