Acrisure
Account Manager - CL Small
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.
Job Summary Account Managers perform routine responsibilities and serve as primary points of contact for the clients they oversee. They are individual contributors with occasional guidance or direct supervision and apply insurance principles to everyday situations. Account managers perform routine responsibilities and can develop coverage strategies and plans.
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 quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow‑up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs in a timely manner.
Engage in insurance marketing and sales.
Collect renewal data on assigned accounts.
Provide 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).
Utilize upload, download, and interface technology.
Assist other 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, monitoring for potential problems and informing management.
Stay current with industry trends by participating 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 back‑up 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 and strong interpersonal skills.
Mathematical skills – ability to calculate figures 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.
Knowledge and application of insurance principles in 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 $75,000 – $85,000. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Why Join Us At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
We have pledged more than $22 million through partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan; UPMC Children’s Hospital in Pittsburgh, Pennsylvania; and Blythedale Children’s Hospital in Valhalla, New York.
Employee Benefits
Physical Wellness: Comprehensive medical, dental, 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 and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Equal Opportunity Employer 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.
California Residents Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud Please visit here to learn more about our Recruitment Fraud Notice.
Welcome Welcome, your new opportunity awaits you.
#J-18808-Ljbffr
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.
Job Summary Account Managers perform routine responsibilities and serve as primary points of contact for the clients they oversee. They are individual contributors with occasional guidance or direct supervision and apply insurance principles to everyday situations. Account managers perform routine responsibilities and can develop coverage strategies and plans.
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 quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow‑up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs in a timely manner.
Engage in insurance marketing and sales.
Collect renewal data on assigned accounts.
Provide 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).
Utilize upload, download, and interface technology.
Assist other 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, monitoring for potential problems and informing management.
Stay current with industry trends by participating 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 back‑up 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 and strong interpersonal skills.
Mathematical skills – ability to calculate figures 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.
Knowledge and application of insurance principles in 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 $75,000 – $85,000. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Why Join Us At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
We have pledged more than $22 million through partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan; UPMC Children’s Hospital in Pittsburgh, Pennsylvania; and Blythedale Children’s Hospital in Valhalla, New York.
Employee Benefits
Physical Wellness: Comprehensive medical, dental, 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 and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Equal Opportunity Employer 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.
California Residents Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud Please visit here to learn more about our Recruitment Fraud Notice.
Welcome Welcome, your new opportunity awaits you.
#J-18808-Ljbffr