Associate Account Manager

Acrisure•San Jose, CA

1d•Onsite

About The Position

Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations.

Requirements

Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
Computer skills, specifically Microsoft Word, Outlook, and Excel
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.

Nice To Haves

EPIC experience.

Responsibilities

Issue Proofs of Insurance (Certificate, Evidence, Auto ID)
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Request changes on behalf of the client.
Review new/renewal policies and endorsements to ensure items were received as ordered.
Process audits, cancellations, and other client-related documents.
Maintain accuracy of client data in agency management system (EPIC)
Document all activities in agency management system (EPIC)
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Complete other functions and assignments as assigned.