Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 1,000 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We are currently looking to add to our team a Personal Lines Account Manager, at Chadler Solutions, an Acrisure agency partner. In this role, you are responsible for working with personal lines accounts on prospective and existing business opportunities. The position will identify client needs and recommend products that will address them. This includes responsibility for the complete oversight of the client insurance program, including developing client action plans and ensuring that the clients’ needs and expectations are met on an ongoing basis. This position also interfaces with other departments to ensure proper client service.

Essential Duties and Responsibilities:

• Recommendations based upon client needs & demographics
• Complete applications, possibly in coordination with Sales Executive(s); submits applications to eligible and appropriate carriers, follows up to ensure timely receipt of quotations and policies.
• Investigate client issues and resolve problems
• Maintain communication on a regular basis with clients to ensure client satisfaction
• Interface with other Chadler departments to ensure proper client service
• Order and issue certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
• Process renewals according to agency procedures. Works on strategy determination, marketing and carrier negotiations sometimes in conjunction with the department Manager, Sales Executive(s) or Partner(s)
• Review audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
• Process incoming mail and phone requests, responding promptly and appropriately.
• Determine reasons for requests for cancellations; acts to save accounts; notify Sales Executive(s)
• Identify exposure to loss and recommends appropriate coverages
• Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies

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:

• Bachelor’s degree preferred, high school diploma or recognized equivalent, required
• 3 years of personal lines insurance experience, required
• Active P & C license, required

Technology Skills:

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

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

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.

• Work is done on location, in office required. This is NOT a remote position
• Remote work available when applicable COVID guidelines apply
• 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, Paid Time Off and 401k plan.

Chadler Solutions is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.

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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