Acrisure LLC
Commercial Insurance Associate Account Manager
Acrisure LLC, Santa Rosa, California, us, 95402
Commercial Insurance Associate Account Manager
Join to apply for the Commercial Insurance Associate Account Manager role at Acrisure. About Us
Acrisures West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership. Job Summary
Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Responsibilities Perform daily service on assigned tasks by Producers and/or Account Executives with the agencys written procedures, including but not limited to: Issue Proofs of Insurance (Certificate, Evidence, Auto ID) Respond to client inquiries, incoming mail, and company request needs on a timely basis. Request changes on behalf of client. Review new/renewal policies and endorsements to insure items were received as ordered. Process audits, cancellations, and other client-related documents. Maintain accuracy of client data in agency management system (EPIC). Document all activities in agency management system (EPIC).
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. Complete other functions and assignments as assigned.
Requirements
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date. Strong organizational skills - ability to discern priority and initiative. Computer skills, specifically Microsoft Word, Outlook and Excel. Excellent verbal and written communication skills as well as strong interpersonal skills. 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. EPIC experience a plus.
Education/Experience
High School diploma required; Associate Degree or higher preferred. CPCU or special training course completion a plus.
Benefits & Perks
Competitive Compensation Industry Leading Healthcare Savings and Investments Charitable Giving Programs Offering hybrid work option Opportunities for Growth Parental Leave Generous time away
Pay Details: Hourly: 24 - 34 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 www.Acrisure.com/privacy/caapplicant. 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 Acrisures property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department. #J-18808-Ljbffr
Join to apply for the Commercial Insurance Associate Account Manager role at Acrisure. About Us
Acrisures West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership. Job Summary
Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Responsibilities Perform daily service on assigned tasks by Producers and/or Account Executives with the agencys written procedures, including but not limited to: Issue Proofs of Insurance (Certificate, Evidence, Auto ID) Respond to client inquiries, incoming mail, and company request needs on a timely basis. Request changes on behalf of client. Review new/renewal policies and endorsements to insure items were received as ordered. Process audits, cancellations, and other client-related documents. Maintain accuracy of client data in agency management system (EPIC). Document all activities in agency management system (EPIC).
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. Complete other functions and assignments as assigned.
Requirements
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date. Strong organizational skills - ability to discern priority and initiative. Computer skills, specifically Microsoft Word, Outlook and Excel. Excellent verbal and written communication skills as well as strong interpersonal skills. 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. EPIC experience a plus.
Education/Experience
High School diploma required; Associate Degree or higher preferred. CPCU or special training course completion a plus.
Benefits & Perks
Competitive Compensation Industry Leading Healthcare Savings and Investments Charitable Giving Programs Offering hybrid work option Opportunities for Growth Parental Leave Generous time away
Pay Details: Hourly: 24 - 34 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 www.Acrisure.com/privacy/caapplicant. 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 Acrisures property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department. #J-18808-Ljbffr