Associate Account Manager

Acrisure•Washington, DC

1d•$28 - $34•Onsite

About The Position

The Associate Account Manager processes daily service requests according to department policies, workflows, and procedures. The role supports Commercial Account Managers with client service and policy administration, and looks for opportunities to improve the experience of clients and fellow team members. The position is based in Honolulu, California, or Washington, and requires the ability to work on the Hawaii time zone. Candidates should be comfortable working onsite to support collaboration, team leadership, and cross-functional partnership. Acrisure is a global Fintech company offering financial products and services, including insurance, reinsurance, cyber services, and mortgage origination. It employs over 17,000 colleagues in 21 countries and operates a network of more than 600 Agency Partner locations globally.

Requirements

High school diploma at minimum.
Property/Casualty license.
Strong computer and typing skills.
Ability to communicate clearly and professionally in speaking and writing, including appropriate communication in confidential or sensitive situations.
Active listening, critical thinking, and time management skills.
Ability to draft accurate, concise correspondence using proper spelling, grammar, and punctuation.
Comfort working on the Hawaii time zone.
Comfort with an onsite presence.

Nice To Haves

Experience with the EPIC Agency Management System.
Familiarity with company online rating and service sites.

Responsibilities

Assist Commercial Account Managers with service requests, including customer calls and emails, endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.
Support Commercial Account Managers with renewals by obtaining requirements and updates from carriers, brokers, and insureds; using Indio; drafting renewal presentations and emails; obtaining finance agreements; creating dummy invoices; and submitting workers’ compensation applications online 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 and additional insured forms when needed for certificates.
Enter claims in EPIC, submit them to carriers, follow up, document the file, and assign them to the Account Manager according to instructions.
Respond promptly to email and voicemail correspondence.
Document EPIC activities clearly and concisely so that others can understand what has happened and what needs to happen next.