Associate Account Manager

Acrisure•San Jose, CA

2d•Onsite

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. Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members. Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry. Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Requirements

Minimum of a High School Diploma
Valid California Property/Casualty license
PC Computer (including strong typing skills)
EPIC Agency Management System (required)
Microsoft Word, Outlook, including Quick Parts, Excel
Microsoft Internet Explorer/Chrome/Firefox
Honest & ethical behavior is important
Persistence in the face of obstacles
Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)
Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed)
Initiative (willing to take on responsibilities and challenges)
Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)
Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)
Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

Nice To Haves

Company Online Rating/Service Sites (helpful but not required)

Responsibilities

Assist our Commercial Account Managers with various service requests, for example, taking customer service calls, emails, etc. to obtain information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.
Assist our Commercial Account Managers with their renewals by obtaining renewal requirements from the carrier/broker, obtaining renewal updates/apps from the insured (using Indio), creating draft renewal presentations, obtaining finance agreements, creating dummy invoices, entering WC submissions online with carriers for marketing (when needed), and creating draft renewal emails for the AM to send to the insured.
Policy checking of WC policies (using EPIC policy check feature)
Issue certificates/EPIs through EPIC and CSR24 as needed
Obtain quotes for limit increases, AI forms, etc. when needed for certificates
Claims-enter in EPIC, submit to the carrier, follow up/document file & set to AM per instructions