Acrisure
Commercial Lines Insurance Associate Account Manager
Acrisure, Walnut Creek, California, United States, 94598
Commercial Lines Insurance Associate Account Manager
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Pay found in job post Retrieved from the description.
Base pay range $24.51/hr - $33.17/hr
Job Description Associate Account Manager in the Commercial Lines division, based in the West Division. Acrisure’s West Division began with a small group of agency partners who joined together to serve clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. The platform grew, driven by entrepreneurial spirits that led the Acrisure West Division to its current 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 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 trusted advisors with growth and efficiency enabled by AI.
Performs more routine responsibilities and is a primary point of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applies principles of insurance to everyday situations.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives 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 on a timely basis.
Request changes on behalf of 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 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
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 this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
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.
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Get AI-powered advice on this job and more exclusive features.
Pay found in job post Retrieved from the description.
Base pay range $24.51/hr - $33.17/hr
Job Description Associate Account Manager in the Commercial Lines division, based in the West Division. Acrisure’s West Division began with a small group of agency partners who joined together to serve clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. The platform grew, driven by entrepreneurial spirits that led the Acrisure West Division to its current 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 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 trusted advisors with growth and efficiency enabled by AI.
Performs more routine responsibilities and is a primary point of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applies principles of insurance to everyday situations.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives 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 on a timely basis.
Request changes on behalf of 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 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
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 this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
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.
#J-18808-Ljbffr