Job Vacancy Personal Lines Account Manager (IBTX Insurance) Acrisure

Job title: Personal Lines Account Manager (IBTX Insurance)

Company: Acrisure

Job description: Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. IBTX Insurance, an Acrisure agency partner, has an exciting opportunity for a Personal Lines Account Manager.

The role of the Personal Lines Account Manager will be managing clients, service request changes for clients and processes required by carriers. Additional responsibilities will include renewal, remarketing as well as the ability to work on new business.

Essential Duties and Responsibilities:

  • Provides timely, professional, accurate, communication to client, team, carrier representatives and underwriters
  • Willing to work opportunities that come in from electronic means, social media, and alliance partner portals
  • Result driven vs Process/Time Driven is encouraged
  • Enjoys a fast- paced work environment and can also perform daily call blocks, servicing blocks
  • Project oriented with proactive philosophy on required rewrites, following up with NOC lists, and Renewals
  • 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
  • Keep and maintain confidentiality of client records and communication
  • Has strong social skills, but, also the skill of time management, project focus, etc.
  • Enjoys talking to clients and prospects when handling coverage changes; informs and educates clients about coverage, exclusions and exposures while documenting the agency management system
  • Seeks referrals from client base, and is committed to growth
  • 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 required electronic files accurately and consistently
  • Will work in a high communication role with leadership, and drive activities based on reports and initiatives of the week
  • Verifies accuracy of direct-billed cancellations, taking corrective action when necessary; uses agency credit and collection policies on all transactions

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


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:

  • Associate degree (AA) or equivalent from a two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience.
  • Valid Property & Casualty Insurance License, required
  • Minimum 2+ years’ experience working inside an independent insurance agency

Computer Skills:

  • Competent and proficient understanding of the Microsoft Office suite

Other Qualifications:

  • Ability to effectively communicate professionally with internal and external customers
  • Must have experience working with agency management system utilized in the independent agency space
  • Ability 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
  • Above average written and verbal language skills required
  • Ability to read and interpret documents such as insurance policies, contractual insurance requirements, endorsements, agency workflows and procedures, certificates of insurance, marketing and submission reports and any other documents required for this position
  • Ability to write routine reports and correspondence
  • Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding. Ability to define problems, collect data, establish facts and withdraw valid
  • Demonstrate the ability to anticipate and solve practical problems or resolve issues
  • Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
  • Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities

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 to 20 lbs

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.

  • This position is primarily an “in office” position
  • Occasional in office meetings required
  • Occasional travel to client and prospects as required

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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Expected salary:

Location: San Antonio, TX

Job date: Sun, 21 Aug 2022 05:17:15 GMT

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