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Acrisure LLC Personal Lines Account Manager (Frates Irwin Risk Management Solutions) in Oklahoma City, Oklahoma

Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 500 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 have an exciting opportunity and are currently looking to add to our team a Personal Lines Account Manager at Frates Irwin Risk Management Solutions, an Acrisure Agency Partner.

Essential Duties and Responsibilities:

  • Provides timely, professional, accurate, communication to client, team, carrier representatives and underwriters

  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

  • Verifies accuracy of all endorsements and policies

  • Markets account renewals and negotiates with company underwriters

  • Keep and maintain confidentiality of client records and communication

  • Develops new business from assigned leads

  • Consults clients in making appropriate coverage changes; informs and educates clients about coverage, exclusions and exposures and documents agency management system

  • Collaborate with the Personal Lines Sales Team to provide a seamless transition of new accounts to the Account Manager

  • Seeks referrals from client base and follows-through to win new accounts

  • Completes account reviews and makes recommendations to client to provide them with effective coverage and/or more competitive pricing

  • Maintains current knowledge of lines of coverage and products

  • Maintains electronic files accurately and consistently, processes all incoming mail requests accurately and timely

  • Verifies accuracy of direct-billed cancellations, taking corrective action when necessary; uses agency credit and collection policies on all transactions. Handles cancellations with care, legally saving all accounts possible with adherence to errors & omissions guidelines

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

Education/and or Experience:

  • High school diploma or recognized equivalent required

  • 3+ years of related insurance experience with a minimum of 2+ years of proven experience in servicing a Personal Lines P & C book of business is preferred

  • Insurance industry designations preferred but not required

  • Must possess or be able to obtain and maintain an Oklahoma license for Property and Casualty

  • In-depth knowledge of Microsoft Word, Excel, Outlook and Applied Epic and/or other Agency Management Systems is required

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 to 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 multitask, prioritize, work independently, and use discretion surrounding sensitive information

  • Ability to maintain a professional demeanor and positive attitude

Work Environment:

  • This position will be based out of the Oklahoma City location in a brand new office located between OKC?s Central Business District and famed Automobile Alley in the Historic Pioneer Building. Many attractions such as restaurants, gyms, coffee shops, bars, Dodgers baseball and Thunder basketball games are all within walking distance

  • 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