Personal Lines Account Manager

Acrisure; Walled Lake (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

Fertility benefits

Wellness resources

Paid time off

Holidays

Calm app subscription

401(k) plan

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Commuter benefits

Employee discounts

Job summary

Acrisure is actively seeking a Personal Lines Account Manager to drive client success through strategic consultation and technology-enabled service. You will manage a book of business, nurture relationships, and handle renewals while identifying cross-sell opportunities.

This role collaborates with Digital Marketing, HR, Compliance and partners to deliver tailored insurance solutions. A licensed P&C and strong communication skills are essential, as is a team-focused, data-driven approach.

Qualifications

• Active P&C license is required.
• Strong client management and relationship-building skills.
• Excellent communication and presentation skills.
• Ability to multitask across multiple systems and workflows.
• Collaborative team player who can manage multiple projects.
• Creative problem-solving and customer service orientation.

Responsibilities

• Serve as the primary 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 software.
• Maintain ongoing engagement throughout the customer lifecycle.
• Implement and monitor data-driven and customer-tailored marketing campaigns.
• Drive retention and growth through proactive engagement and cross-selling opportunities.
• Collaborate with internal teams including Digital Marketing, HR, Compliance and partners.
• Promote self-service tools and enrollment capabilities.

Skills

Client management

Relationship building

Communication

Presentation skills

Team collaboration

Education

Bachelor's degree in business administration

Job description

About Acrisure:

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringingcutting-edgetechnology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary

The Personal Lines Account Manager position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and the innovative use of technology. The Personal Lines Account Manager is responsible for managing and nurturing client relationships to ensure satisfaction, retention, and growth. This role involves sales and service of insurance products while ensuring retention levels are maintained, handling all complaints, actioning renewals, and overseeing client relationships. The Account Manager will also leverage technology and market insights to enhance service delivery, identify cross-selling opportunities, and support clients with all their personal lines insurance needs.

Responsibilities

1. Client Relationship Management:

• 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.

2. Strategic Engagement and Execution:

• 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

3. Strategic Planning and Support:

• 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.

4. Coordination and Collaboration:

• 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.

5. Client Success and Value Delivery:

• 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.

Requirements

• Must hold an active P&C license

• 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.

Education

• Bachelor’s degree in business administration, or a related field experience preferred.

Experience

• 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.

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Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud

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Welcome, your new opportunity awaits you.