Acrisure
About the Company
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.
Job Description Associate Account Manager – primary point of contact for client accounts, working under direct supervision. Supports and informs coverage strategy and plan, applying principles of insurance and addressing everyday situations.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives following the agency’s written procedures:
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.
Support and inform coverage plans as necessary.
Engage in insurance marketing and sales.
Collect renewal data on assigned accounts.
Provide claims support.
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).
Utilize upload, download, and interface technology.
Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
Keep Producers informed of all important activities on their accounts, including potential problems and informing management.
Stay current with industry trends by attending 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 back‑up duties.
Requirements
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
Strong organizational skills—ability to prioritize and be proactive.
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.
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 is a plus.
Education and Experience
High School diploma required, Associate Degree or higher preferred.
CPCU or special training course completion is a plus.
Benefits and Pay
Competitive compensation: base range $26,000‑$30,000.
Industry‑leading healthcare.
Savings and investments.
Charitable giving programs.
Hybrid work option.
Opportunities for growth.
Parental leave.
Generous time off.
Legal Statements 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.
Contact California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
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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.
Job Description Associate Account Manager – primary point of contact for client accounts, working under direct supervision. Supports and informs coverage strategy and plan, applying principles of insurance and addressing everyday situations.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives following the agency’s written procedures:
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.
Support and inform coverage plans as necessary.
Engage in insurance marketing and sales.
Collect renewal data on assigned accounts.
Provide claims support.
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).
Utilize upload, download, and interface technology.
Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
Keep Producers informed of all important activities on their accounts, including potential problems and informing management.
Stay current with industry trends by attending 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 back‑up duties.
Requirements
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
Strong organizational skills—ability to prioritize and be proactive.
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.
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 is a plus.
Education and Experience
High School diploma required, Associate Degree or higher preferred.
CPCU or special training course completion is a plus.
Benefits and Pay
Competitive compensation: base range $26,000‑$30,000.
Industry‑leading healthcare.
Savings and investments.
Charitable giving programs.
Hybrid work option.
Opportunities for growth.
Parental leave.
Generous time off.
Legal Statements 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.
Contact California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
#J-18808-Ljbffr