Acrisure
Account Manager
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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 massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account Managers know and apply the principles of insurance to everyday situations and perform routine responsibilities and can develop coverage strategies and plans.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
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 insure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including backup duties.
Requirements
Active Property & Casualty License Required.
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.
Applied Systems / EPIC experience a plus.
Knows and applies principles of insurance 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 special training course completion a plus.
Benefits & Perks
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Opportunities for Growth
Parental Leave
Generous time away
Pay Details: The base compensation range for this position is $50,000 - $70,000. 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.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Recruitment Fraud Notice: Please visit here to learn more about our Recruitment Fraud Notice.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr
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 massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account Managers know and apply the principles of insurance to everyday situations and perform routine responsibilities and can develop coverage strategies and plans.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
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 insure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including backup duties.
Requirements
Active Property & Casualty License Required.
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.
Applied Systems / EPIC experience a plus.
Knows and applies principles of insurance 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 special training course completion a plus.
Benefits & Perks
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Opportunities for Growth
Parental Leave
Generous time away
Pay Details: The base compensation range for this position is $50,000 - $70,000. 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.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Recruitment Fraud Notice: Please visit here to learn more about our Recruitment Fraud Notice.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr