Associate Account Manager

About the position

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure's massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. The position involves performing more routine responsibilities and acting as a primary point of contact for clients, while working under direct supervision. The role supports and informs coverage strategy and plan, applying principles of insurance to everyday situations.

Responsibilities

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency's written procedures.
• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Support and inform coverage plans as necessary.
• Engage in insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Provide claims support.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download and interface technology.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
• Keep Producers informed of all important activities on their accounts, including being sensitive to potential problems and informing management.
• Stay current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments as assigned including back-up duties.

Requirements

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• Strong organizational skills - ability to prioritize and be proactive.
• Computer skills, specifically Microsoft Word, Outlook and Excel.
• Excellent verbal and written communication skills as well as strong interpersonal skills.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
• Applied Systems / EPIC experience a plus.

Nice-to-haves

• CPCU or special training course completion a plus.

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away