Acrisure is a fast-growing fintech leader operating a global insurance broker, providing a wide array of insurance and financial solutions. The Associate Account Manager will perform routine responsibilities as a primary point of contact for clients, support coverage strategies, and assist in various account management tasks under direct supervision.
Responsibilities
- Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
- 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
- Supports and informs coverage plans as necessary
- Insurance marketing and sales
- Collect renewal data on assigned accounts
- Claims support
- Review new/renewal policies and endorsements to insure 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 polices in their department for which we have a mutual client
- Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
- Keep 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
Skills
- 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
- 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
- Associate Degree or higher preferred
- 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
- 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.
Company Overview
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management. It was founded in 2005, and is headquartered in Grand Rapids, Michigan, USA, with a workforce of 10001+ employees. Its website is http://acrisure.com.
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