Associate Account Manager

Acrisure•Honolulu, HI

11d•Onsite

About The Position

The Associate Account Manager supports Commercial Account Managers by processing daily service requests in accordance with department policies, workflows, and procedures. The role focuses on responsive, accurate service for clients and colleagues, while identifying opportunities to improve their experience. The position supports a commercial insurance team and includes administrative, policy, renewal, certificate, and claims-related work. Candidates should be comfortable with an on-site presence. The role is listed for Honolulu, California, or Washington and requires the ability to work on the Hawaii time zone.

Requirements

High school diploma.
Property/Casualty license.
Strong typing skills and ability to use a PC.
Demonstrated ability to listen actively, communicate clearly in writing and verbally, and use appropriate judgment when communicating about confidential or sensitive matters.
Ability to think critically, manage time effectively, and produce professional correspondence with correct spelling, grammar, and punctuation.
Ability to work on the Hawaii time zone.
Comfort with an on-site presence.

Nice To Haves

Experience with the EPIC Agency Management System.
Familiarity with Microsoft Word, Outlook (including Quick Parts), and Excel.
Familiarity with Microsoft Internet Explorer, Chrome, or Firefox.
Familiarity with company online rating and service sites.

Responsibilities

Assist Commercial Account Managers with service requests, including customer calls and emails concerning endorsements, claims, billing questions, audits, certificates, cancellations, and reinstatements; process requests in EPIC as appropriate.
Support renewals by obtaining renewal requirements from carriers or brokers and updates or applications from insureds using Indio.
Create draft renewal presentations and emails, obtain finance agreements, create dummy invoices, and submit workers’ compensation applications online to carriers for marketing when needed.
Check workers’ compensation policies using EPIC’s policy-check feature.
Issue certificates and EPIs through EPIC and CSR24 as needed.
Obtain quotes for certificate-related limit increases, additional insured forms, and other needs.
Enter claims in EPIC, submit them to carriers, follow up and document the file, and route them to the Account Manager according to instructions.
Respond promptly to email and voicemail correspondence and maintain clear, concise EPIC notes that support seamless service for internal and external clients.