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Now Hiring - Personal Lines Account Manager (Atlantic Shield) in Mount Pleasant, SC

Personal Lines Account Manager (Atlantic Shield) in Mount Pleasant, SC

Acrisure
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Insurance
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Insurance Agencies & Brokerages
To Whom Insurance
Location: Mount Pleasant, SC
3.8
Job Title: Personal Lines Account Manager
Department/Agency: Atlantic Shield Insurance Group
Location: Mt. Pleasant, SC
About Us:
Established in the heart of Mt Pleasant, SC Atlantic Shield Insurance Group has been locally owned since 2004. We love serving the communities where we live, work, and play. In fact, 95% of our new customers come to us through the kind words of our existing customers.
Job Summary:
The Personal Lines Account Manager’s role is to be the primary point of contact for all customers within an assigned book of business. An initial book of business is assigned according to experience level, with the goal to improve efficiency in servicing said book, creating capacity to take on more clients while still maintaining the highest levels of customer service. It is a collaborative role, where AM’s are expected to communicate directly with the Producers on their accounts, so that the book of business managed is as enjoyable to service as it is profitable for the agency to maintain.
Essential Duties and Responsibilities:
New Business
  • Understands and adheres strictly to the agency defined New Business Workflow
  • Onboarding quality control of all insurance documents, applications, and policies
Renewals
  • Sends out Agency Bill renewal offers and invoices to clients
  • Manages Direct Bill renewals as needed
  • Ensures policies are properly renewed and updated within client database system
  • Performs renewal review process in accordance with agency standards
Endorsements
  • Processes all changes and policy endorsements with carriers and within management system
Cancellations and Reinstatements
  • Processes cancellations and non-renewals through agency defined workflow
  • Works reinstatements when applicable
Remarketing and Rewrites
  • Interfaces with clients to design solutions that best suit their individual needs
  • Implements changes to existing policies or provides a remarket analysis to demonstrate a market supported rate
Inspections
  • Reviews and processes insurance inspections
  • Coordinates inspection results and requirements with clients and carriers
Cross selling
  • Identifies opportunities to round out accounts and cross sells to clientele
Accounting
  • Transacts New Business, Renewals, Endorsements and Cancellations when applicable
  • Sends and tracks payment invoices to clients when applicable
Agency Management System
  • Use of computers and agency database to enter, access, and retrieve information
  • Edits, reviews, and maintains records of customer’s interactions and transactions
  • Recording details of policies, correspondence, and inquiries
  • Utilizes Applied Epic agency management system for managing all assigned work
  • Sets activities in database for all duties that need to be completed
Other Duties and Special Projects as Assigned
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 Experience:
  • P&C License with minimum of 2 Years Insurance Experience Preferred
Other Qualifications:
  • Must be an assertive self –starter with effective presentation skills through both verbal and written communication
  • Must be able to work in a fast-paced, multi-tasking environment
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. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at
[please apply online] Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.
Acrisure
Company Size
5001 to 10000 Employees
Founded
2005
They Sell
Insurance Agencies & Brokerages
To Whom
Insurance
Revenue
$1 to $5 billion (USD)


Acrisure is currently hiring for 8 sales positions
Acrisure has openings in: OH, SC, ID, CA, & MO
The average salary at Acrisure is:

8 Yes (amount not posted)

Acrisure
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Acrisure

Acrisure is currently hiring for 8 sales positions
Acrisure has openings in: OH, SC, ID, CA, & MO
The average salary at Acrisure is:

8 Yes (amount not posted)