Acrisure
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. 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 valuable, high-margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Details
Job Title:
Account Manager Department:
Commercial Lines Location:
West Division
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. Account Managers apply insurance principles to everyday situations and develop coverage strategies and plans as needed.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives following the agency’s written procedures, including: Service accounts, including transactions such as quoting and issuing policies, ID cards, endorsements, certificates, claims, renewals, follow-up, and correspondence. Respond to client inquiries, incoming mail, and company requests in a timely manner. Insurance marketing and sales. Collect renewal data on assigned accounts. Claims support. Develop coverage strategies and plans 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). Document all activities in the agency management system (Applied Systems / EPIC). Understand and utilize upload, download and interface technology. Assist other departments in securing/providing information necessary to issue appropriate policies for mutual clients. Keep Producers informed of all important activities on their accounts and communicate potential problems to management. Stay current with industry trends by participating in educational seminars and classes for improvement of insurance and sales skills and license compliance. Maintain knowledge of current underwriting requirements of contracted carriers and policy provisions. Complete other functions and assignments as needed, including back-up duties.
Requirements
Active Property & Casualty License Required. Strong organizational skills and 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, 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 they apply 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
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 for applicants at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered Acrisure’s property and may not be compensated as referral fees.
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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. 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 valuable, high-margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Details
Job Title:
Account Manager Department:
Commercial Lines Location:
West Division
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. Account Managers apply insurance principles to everyday situations and develop coverage strategies and plans as needed.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives following the agency’s written procedures, including: Service accounts, including transactions such as quoting and issuing policies, ID cards, endorsements, certificates, claims, renewals, follow-up, and correspondence. Respond to client inquiries, incoming mail, and company requests in a timely manner. Insurance marketing and sales. Collect renewal data on assigned accounts. Claims support. Develop coverage strategies and plans 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). Document all activities in the agency management system (Applied Systems / EPIC). Understand and utilize upload, download and interface technology. Assist other departments in securing/providing information necessary to issue appropriate policies for mutual clients. Keep Producers informed of all important activities on their accounts and communicate potential problems to management. Stay current with industry trends by participating in educational seminars and classes for improvement of insurance and sales skills and license compliance. Maintain knowledge of current underwriting requirements of contracted carriers and policy provisions. Complete other functions and assignments as needed, including back-up duties.
Requirements
Active Property & Casualty License Required. Strong organizational skills and 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, 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 they apply 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
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 for applicants at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered Acrisure’s property and may not be compensated as referral fees.
#J-18808-Ljbffr