Acrisure, LLC
**Job Description**
Associate Account Manager**Location:** West Division A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
**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 agency’s written procedures including, but not limited to:* Maintain accuracy of client data in agency management system (EPIC)* Document all activities in agency management system (EPIC)* Complete other functions and assignments as assigned.*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.***Required Qualifications:*** Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.* Computer skills, specifically Microsoft Word, Outlook and Excel* Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.**Preferred Qualifications:*** EPIC experience a plus.**Education and Experience:*** High School diploma required, Associate Degree or higher preferred.* CPCU or special training course completion a plus.Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. * **Physical Wellness:** Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.* **Mental Wellness:** Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.* **Financial Wellness:** Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.* **Family Care:** Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.* **… and so much more!** #J-18808-Ljbffr
Associate Account Manager**Location:** West Division A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
**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 agency’s written procedures including, but not limited to:* Maintain accuracy of client data in agency management system (EPIC)* Document all activities in agency management system (EPIC)* Complete other functions and assignments as assigned.*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.***Required Qualifications:*** Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.* Computer skills, specifically Microsoft Word, Outlook and Excel* Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.**Preferred Qualifications:*** EPIC experience a plus.**Education and Experience:*** High School diploma required, Associate Degree or higher preferred.* CPCU or special training course completion a plus.Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. * **Physical Wellness:** Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.* **Mental Wellness:** Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.* **Financial Wellness:** Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.* **Family Care:** Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.* **… and so much more!** #J-18808-Ljbffr