Account Manager - CL Small

Acrisure•Santa Cruz, CA

1d•$75,000 - $85,000

About The Position

Account Managers perform more 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 k now and appl y the principles of insurance to everyday situations and p erforms routine responsibilities and can d evelop coverage strateg ies and plan s .

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.
Knows and applies principles of insurance to everyday situations.
High School diploma , Associate Degree or higher preferred.
Minimum of 2 years of experience in commercial lines.

Nice To Haves

Applied Systems / EPIC experience a plus .
CPCU or special training course completion a plus .

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.
Develops 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 back-up duties.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Benefits

Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Opportunities for Growth
Parental Leave
Generous time away
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.