Acrisure
Associate Account Manager
at Acrisure
Location: West Division
Overview 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 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.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s high-margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary Performs routine responsibilities and serves as a primary point of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plans and applies insurance principles to everyday situations.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives in accordance with the agency’s 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 in a timely manner
Request changes on behalf of the client
Review new/renewal policies and endorsements to ensure items were received as ordered
Process audits, cancellations, and other client-related documents
Maintain accuracy of client data in the agency management system (EPIC)
Document all activities in the agency management system (EPIC)
Keep current with industry trends by participating 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 with the ability to discern priority and initiative
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills and strong interpersonal skills
Mathematical Skills: ability to calculate figures such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning Skills: ability to solve practical problems and interpret a variety of instructions
EPIC experience is a plus
Education/Experience
High School diploma required; Associate Degree or higher preferred
CPCU or related training a plus
Benefits & Perks
Competitive compensation
Industry-leading healthcare
Savings and investments
Charitable giving programs
Hybrid work option
Opportunities for growth
Parental leave
Generous time away
Salary The base range for this position is $24.51-$33.17 per hour. This range reflects Acrisure’s good faith estimate at the time of posting. Placement within the range will be based on skills, experience, qualifications, location, and internal equity.
EEO and Privacy 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 status, or disability status. California residents can learn more about our privacy practices at the Acrisure California Applicant Privacy Policy: www.Acrisure.com/privacy/caapplicant.
Employment Details
Employment type: Full-time
Job function: Sales and Business Development
Industries: Insurance
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at Acrisure
Location: West Division
Overview 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 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.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s high-margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary Performs routine responsibilities and serves as a primary point of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plans and applies insurance principles to everyday situations.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives in accordance with the agency’s 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 in a timely manner
Request changes on behalf of the client
Review new/renewal policies and endorsements to ensure items were received as ordered
Process audits, cancellations, and other client-related documents
Maintain accuracy of client data in the agency management system (EPIC)
Document all activities in the agency management system (EPIC)
Keep current with industry trends by participating 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 with the ability to discern priority and initiative
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills and strong interpersonal skills
Mathematical Skills: ability to calculate figures such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning Skills: ability to solve practical problems and interpret a variety of instructions
EPIC experience is a plus
Education/Experience
High School diploma required; Associate Degree or higher preferred
CPCU or related training a plus
Benefits & Perks
Competitive compensation
Industry-leading healthcare
Savings and investments
Charitable giving programs
Hybrid work option
Opportunities for growth
Parental leave
Generous time away
Salary The base range for this position is $24.51-$33.17 per hour. This range reflects Acrisure’s good faith estimate at the time of posting. Placement within the range will be based on skills, experience, qualifications, location, and internal equity.
EEO and Privacy 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 status, or disability status. California residents can learn more about our privacy practices at the Acrisure California Applicant Privacy Policy: www.Acrisure.com/privacy/caapplicant.
Employment Details
Employment type: Full-time
Job function: Sales and Business Development
Industries: Insurance
#J-18808-Ljbffr