Associate Account Manager

Acrisure is a fast-growing fintech leader operating a global insurance broker, providing a wide array of insurance and financial solutions. The Associate Account Manager will perform routine responsibilities as a primary point of contact for clients, support coverage strategies, and assist in various account management tasks under direct supervision.

Responsibilities

• Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
• Respond to client inquiries, incoming mail, and company request needs on a timely basis
• Supports and informs coverage plans as necessary
• Insurance marketing and sales
• Collect renewal data on assigned accounts
• Claims support
• Review new/renewal policies and endorsements to insure items were received as ordered
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
• Document all activities in agency management system (Applied Systems / EPIC)
• Understand and utilize upload, download and interface technology
• Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
• Maintain knowledge of current underwriting requirements of contracted insurance carriers
• Maintain knowledge of policy provisions and any changes in these provisions
• Complete other functions and assignments as assigned including back-up duties

Skills

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
• Strong organizational skills- ability to prioritize and be proactive
• Computer skills, specifically Microsoft Word, Outlook and Excel
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
• Applied Systems / EPIC experience a plus
• Associate Degree or higher preferred
• CPCU or special training course completion a plus

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away
• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Company Overview