Associate Account Manager
About The Position
About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
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
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
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
- This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Benefits
- Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
- … and so much more!
- This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
