Acrisure
Overview
Insurance Account Manager role at Acrisure. This description reflects the responsibilities, qualifications, and benefits for the position. About Us
Acrisure’s 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 extraordinary advantages 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. Acrisure is a fast-growing fintech leader that operates a global insurance broker, providing a broad array of insurance and financial solutions, including commercial property and casualty, personal lines and employee benefits, real estate services, cyber services and asset and wealth management. Job Summary
Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. They are individual contributors with occasional guidance or direct supervision. They apply insurance principles to everyday situations and develop coverage strategies and plans as needed. Responsibilities
Perform daily service on assigned tasks with the agency’s written procedures, including but not limited to: servicing accounts, processing quotes and issuing policies, managing IDs, endorsements, certificates, claims, renewals, follow-up, and correspondence. Respond to client inquiries and company requests in a timely manner. Insurance marketing and sales. Collect renewal data on assigned accounts. Provide claims support and develop coverage strategies as necessary. Review new/renewal policies and endorsements to ensure items were received as ordered. Maintain accuracy of client data in the agency management system (Applied Systems / EPIC) and document all activities in the system. Understand and utilize upload, download and interface technology. Assist other departments in securing information necessary to issue appropriate policies for mutual clients. Keep Producers informed of all important activities on their accounts and alert management to potential problems. Stay current with industry trends through educational seminars and classes for improvement of insurance/sales skills and license compliance. Maintain knowledge of current underwriting requirements of contracted carriers and policy provisions and any changes. Perform other functions and assignments as needed, including back-up duties. Requirements
Active Property & Casualty License Required. Strong organizational skills with the ability to discern priority and initiative. Computer skills: Microsoft Word, Outlook and Excel. Excellent verbal and written communication skills and strong interpersonal skills. Mathematical skills: ability to calculate figures such as discounts, premiums, commissions, proportions and percentages. Reasoning skills: ability to solve practical problems and interpret various instructions. Applied Systems / EPIC experience is a plus. Knowledge of insurance principles as applied to everyday situations. Education/Experience
High School diploma required; Associate Degree or higher preferred. Minimum of 2 years of experience in commercial lines. CPCU or related training is a plus. Benefits & Perks
Competitive compensation Industry-leading healthcare Savings and investments Charitable giving programs Opportunities for growth Parental leave Generous time away The base salary range for this position is $45,000 – $90,000 annually. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. Pay Details: The base compensation range for this position is $70,000 - $90,000, with placement based on similar factors. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard 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 at Acrisure’s privacy policy. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. Unsolicited resumes will be considered Acrisure’s property. Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Industries: Insurance
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Insurance Account Manager role at Acrisure. This description reflects the responsibilities, qualifications, and benefits for the position. About Us
Acrisure’s 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 extraordinary advantages 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. Acrisure is a fast-growing fintech leader that operates a global insurance broker, providing a broad array of insurance and financial solutions, including commercial property and casualty, personal lines and employee benefits, real estate services, cyber services and asset and wealth management. Job Summary
Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. They are individual contributors with occasional guidance or direct supervision. They apply insurance principles to everyday situations and develop coverage strategies and plans as needed. Responsibilities
Perform daily service on assigned tasks with the agency’s written procedures, including but not limited to: servicing accounts, processing quotes and issuing policies, managing IDs, endorsements, certificates, claims, renewals, follow-up, and correspondence. Respond to client inquiries and company requests in a timely manner. Insurance marketing and sales. Collect renewal data on assigned accounts. Provide claims support and develop coverage strategies as necessary. Review new/renewal policies and endorsements to ensure items were received as ordered. Maintain accuracy of client data in the agency management system (Applied Systems / EPIC) and document all activities in the system. Understand and utilize upload, download and interface technology. Assist other departments in securing information necessary to issue appropriate policies for mutual clients. Keep Producers informed of all important activities on their accounts and alert management to potential problems. Stay current with industry trends through educational seminars and classes for improvement of insurance/sales skills and license compliance. Maintain knowledge of current underwriting requirements of contracted carriers and policy provisions and any changes. Perform other functions and assignments as needed, including back-up duties. Requirements
Active Property & Casualty License Required. Strong organizational skills with the ability to discern priority and initiative. Computer skills: Microsoft Word, Outlook and Excel. Excellent verbal and written communication skills and strong interpersonal skills. Mathematical skills: ability to calculate figures such as discounts, premiums, commissions, proportions and percentages. Reasoning skills: ability to solve practical problems and interpret various instructions. Applied Systems / EPIC experience is a plus. Knowledge of insurance principles as applied to everyday situations. Education/Experience
High School diploma required; Associate Degree or higher preferred. Minimum of 2 years of experience in commercial lines. CPCU or related training is a plus. Benefits & Perks
Competitive compensation Industry-leading healthcare Savings and investments Charitable giving programs Opportunities for growth Parental leave Generous time away The base salary range for this position is $45,000 – $90,000 annually. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. Pay Details: The base compensation range for this position is $70,000 - $90,000, with placement based on similar factors. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard 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 at Acrisure’s privacy policy. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. Unsolicited resumes will be considered Acrisure’s property. Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Industries: Insurance
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