Personal Lines Insurance Account Analyst

📌 Core Information - Job Title: Personal Lines Insurance Account Analyst - Company: Acrisure - Location: Atlanta, Georgia, United States (Remote) - Job Type: Full-Time - Category: Insurance - Date Posted: July 7, 2025 - Experience Level: 0-2 years - Remote Status: Remote OK 🚀 Job Overview Key aspects of this role include: - Managing a Personal Lines book of business - Supporting policy maintenance after issuance - Ensuring excellent service to agency partners and policyholders - Handling endorsements, providing documentation, and assisting with cross-selling opportunities - Focusing on retention throughout the policy term and at renewal - Reviewing accounts for remarketing opportunities ASSUMPTION: This role requires a high level of attention to detail and strong organizational skills. It also demands excellent communication abilities, both verbal and written, to effectively interact with agency partners and policyholders. 📋 Key Responsibilities ✅ Process policy endorsements and updates accurately and efficiently ✅ Provide necessary documentation and respond promptly to agency partner inquiries ✅ Assist agency partners in identifying cross-selling opportunities to expand client portfolios ✅ Answer phones and resolve customer queries with a focus on professional and efficient communication ✅ Monitor and support retention efforts throughout the policy term, including proactive engagement at renewal ✅ Review accounts for remarketing opportunities and recommend the best options to agency partners when needed ✅ Maintain accurate and detailed records of all communications and actions taken ASSUMPTION: This role involves a significant amount of administrative tasks and customer interaction, requiring strong multitasking and prioritization skills. 🎯 Required Qualifications - Education: Preferred experience in personal lines service, sales, or underwriting - Experience: 0-2 years of experience in personal lines service, sales, or underwriting (or related field) - Required Skills: - Strong attention to detail and organizational skills - Excellent verbal and written communication abilities - Customer service experience, preferably in the insurance industry - Familiarity with Personal Lines insurance products and processes (a plus) - Ability to multitask and prioritize in a fast-paced environment Preferred Skills: - Experience with insurance software and tools - Bilingual or multilingual abilities (a plus) ASSUMPTION: While not explicitly stated, having a background in insurance or a related field is highly preferred for this role. 💰 Compensation & Benefits - Salary Range: $40,000 - $55,000 per year (Based on industry standards for an entry-level insurance account analyst role in the United States) - Benefits: - Competitive compensation - Industry-leading healthcare - Savings and investments - Charitable giving programs - Opportunities for growth - Parental leave - Generous time away - Working Hours: Full-time (40 hours per week), with a hybrid work option available ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and negotiation skills. 📌 Applicant Insights 🔍 Company Context - Industry: Financial Services - Company Size: 10,001+ employees - Founded: 2005 - Company Description: Acrisure is a global fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. They connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination, and more. - Company Specialties: Commercial Property and Casualty, Risk Management, Loss and Claims Management, Employee Benefits, Professional Employer Organization, Human Resource Outsourcing, Surety, Voluntary Benefits, Personal Lines, Third-Party Administrator, Industry Niches and Expertise, Cyber Security, Asset Management, Real Estate, Title Insurance, Cyber Risk, and Payroll Company Website: acrisure.com ASSUMPTION: Acrisure is a large, well-established company in the financial services industry, offering a wide range of products and services to its clients. 📊 Role Analysis - Career Level: Entry-level to mid-level - Reporting Structure: This role reports directly to the Personal Lines Insurance Account Manager or a similar supervisory position - Work Arrangement: Remote OK, with a hybrid work option available - Growth Opportunities: - Progression to a Personal Lines Insurance Account Manager or similar supervisory role - Expansion of skills and knowledge within the insurance industry ASSUMPTION: This role offers opportunities for career growth within the insurance industry, with potential advancement to supervisory or management positions. 🌍 Location & Work Environment - Office Type: Remote (with a hybrid work option available) - Office Location(s): Atlanta, Georgia, United States - Geographic Context: Atlanta is the capital and most populous city of the U.S. state of Georgia. It is known for its rich history, diverse culture, and thriving business environment. - Work Schedule: Full-time (40 hours per week), with a hybrid work option available ASSUMPTION: Working remotely offers flexibility and the opportunity to work from various locations, while the hybrid work option provides a balance between remote work and in-office collaboration. 💼 Interview & Application Insights - Typical Process: Online application submission → Phone or video screen → In-person or virtual interview → Background check → Offer - Key Assessment Areas: Problem-solving skills, attention to detail, communication abilities, customer service experience, and insurance industry knowledge - Application Tips: - Tailor your resume and cover letter to highlight relevant experience and skills - Prepare examples of your problem-solving skills and customer service experience - Research Acrisure and the insurance industry to demonstrate your knowledge and enthusiasm ATS Keywords: Personal Lines, Insurance Account Analyst, Policy Maintenance, Endorsements, Customer Service, Attention to Detail, Organizational Skills, Verbal Communication, Written Communication, Multitasking, Prioritization ASSUMPTION: Including relevant ATS keywords in your resume and cover letter will help your application stand out and increase the likelihood of being selected for an interview. 🛠️ Tools & Technologies - Insurance software and tools (e.g., Duck Creek, Guidewire, or similar platforms) - Microsoft Office Suite (Word, Excel, PowerPoint) - Customer relationship management (CRM) software (e.g., Salesforce, Zoho CRM, or similar tools) ASSUMPTION: Familiarity with insurance software and tools, as well as Microsoft Office Suite, is essential for this role. Experience with CRM software is a plus. 👔 Cultural Fit Considerations - Company Values: Not explicitly stated; however, Acrisure's mission and values likely include customer centricity, innovation, and an entrepreneurial spirit. - Work Style: This role requires a high level of attention to detail, strong organizational skills, and excellent communication abilities. A proactive and customer-focused approach is essential for success. - Self-Assessment Questions: - How do you ensure accuracy and attention to detail in your work? - Can you provide an example of a time when you went above and beyond to provide excellent customer service? - How do you prioritize and manage multiple tasks and deadlines in a fast-paced environment? ASSUMPTION: Applicants should be detail-oriented, customer-focused, and able to thrive in a fast-paced environment to be a good fit for this role. ⚠️ Potential Challenges - High volume of administrative tasks and customer interactions - Fast-paced work environment that requires strong multitasking and prioritization skills - Potential for tight deadlines and time-sensitive tasks ASSUMPTION: Applicants should be prepared to manage a high workload and prioritize tasks effectively to succeed in this role. 📈 Similar Roles Comparison - Personal Lines Insurance Account Coordinator - Personal Lines Insurance Customer Service Representative - Insurance Policy Administrator - Insurance Account Manager (entry-level) ASSUMPTION: These roles share similarities with the Personal Lines Insurance Account Analyst position, such as customer service, policy maintenance, and attention to detail. However, the Account Analyst role may require more advanced skills and responsibilities. 📝 Sample Projects - Process and update policy endorsements for a portfolio of 50 Personal Lines accounts - Assist agency partners in identifying cross-selling opportunities for 10 clients - Review and remarket 20 Personal Lines accounts to ensure alignment with the best options for agency partners and their clients - Maintain accurate and detailed records of all communications and actions taken for a team of 5 Account Analysts ASSUMPTION: These sample projects provide a glimpse into the day-to-day tasks and responsibilities of the Personal Lines Insurance Account Analyst role. ❓ Key Questions to Ask During Interview - Can you describe a typical day or week in this role? - How does this role support the overall goals and objectives of the Personal Lines team? - What opportunities are there for professional development and growth within the company? - How does the company support work-life balance for its employees? - What is the company's approach to diversity, equity, and inclusion? ASSUMPTION: Asking thoughtful questions demonstrates your interest in the role and provides valuable insights into the company culture and work environment. 📌 Next Steps for Applicants To apply for this position: - Submit your application through this link - Tailor your resume and cover letter to highlight relevant experience and skills - Prepare examples of your problem-solving skills and customer service experience - Research Acrisure and the insurance industry to demonstrate your knowledge and enthusiasm - Follow up with the hiring manager or HR representative after submitting your application ⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.