Assistant Account Manager

Acrisure•Dallas, TX

18d•Hybrid

About The Position

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: Provides staff and clients with a broad range of services (eFiling, word processing, spreadsheet creation and other document creation) to support Sr. Account Manager teams. Performs duties in the Back-Up Receptionist queue and other duties as needed to meet the Agency’s goals and objectives.

Requirements

Superior communication and organizational skills
Self-starter and have problem solving capabilities
Ability to Multi-Task
Ability to be Flexible
Minimum College Degree, prefer Bachelor’s but Associate will be considered
Prolonged periods of sitting at a desk and working on a computer.

Responsibilities

Answer the telephone in a friendly and helpful manner
Prepare Evidence of Property and Certificate of Liability Insurance forms for clients and mortgage holders
Prepare Letters of Recommendations and Proposals
Create new or renewal policies in Agency Management System
Assist with compilation of renewal submission information including Loss Run Requests, Proposal & In Process Invoice Prep, Portal Quoting and Flood Zone Determinations
Prepare finance agreements as needed
Check Policies for Coverage Accuracy and Deliver to Clients once Accuracy Confirmed
Assist clients as needed with Acct Manager instruction
Assist Producers as needed with Acct Manager instruction
Support Account Manager with all tasks required or requested

Benefits

Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.