Associate Account Manager

Acrisure West Insurance Services, LLC.•Honolulu, WA

8d•$28 - $34•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 improving the experience of clients and team members while delivering responsive, well-documented service. The position supports a commercial insurance brokerage team and is based on-site, with the ability to work on Hawaii time required for the listed locations. Responsibilities include assisting with customer calls and emails, policy servicing, renewals, certificates, claims, and related account documentation. The role uses EPIC, CSR24, Indio, and other company or carrier systems. This description may be modified at management’s discretion.

Requirements

High school diploma at minimum.
Property/Casualty license.
Strong PC and typing skills.
Ability to communicate clearly in writing and speaking, including professional correspondence, with appropriate spelling, grammar, and punctuation.
Active listening, critical thinking, and time-management skills.
Ability to provide prompt responses and maintain clear, concise documentation.
Must be able to work on Hawaii time zone.
Comfort with an on-site presence.

Nice To Haves

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

Responsibilities

Assist Commercial Account Managers with customer calls and emails to gather information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing items in EPIC.
Support renewals by obtaining requirements from carriers or brokers; collecting renewal updates and applications from insureds using Indio; creating draft renewal presentations and emails; obtaining finance agreements; creating dummy invoices; and submitting 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 limit increases, additional insured forms, and other items needed for certificates.
Enter claims in EPIC, submit them to the carrier, follow up and document the file, and route the claim to the Account Manager according to instructions.
Respond promptly to email and voicemail correspondence and document EPIC activities clearly so others can understand what happened and what needs to happen next.
Communicate professionally with internal and external parties and handle confidential or sensitive situations appropriately.