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Account Manager
Account ManagerAcrisure • Woodbridge, California, USA
Account Manager

Account Manager

Acrisure • Woodbridge, California, USA
1 day ago
Job type
  • Full-time
Job description

Job Description

About Acrisure :

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 17000 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.

Responsibilities :

Perform daily service on assigned task by Producers and / or Account Executives with the agencys 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.

Insurance marketing and sales.

Collect renewal data on assigned accounts.

Claims support.

Develops coverage strategies and plans as necessary.

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 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.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements :

Active Property & Casualty License Required

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

Knows and applies principles of insurance to everyday situations.

Education / Experience :

High School diploma required Associate Degree or higher preferred.

Minimum of 2 years of experience in commercial lines.

CPCU or special training course completion a plus.

Benefits & Perks :

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Opportunities for Growth

Parental Leave

Generous time away

Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.

Why Join Us :

At Acrisure were building more than a business were building a community where people can grow thrive and make an impact. Our benefits are designed to support every dimension of your life from your health and finances to your family and future.

Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks including :

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.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race color religion sex national origin disability or protected veteran status. Applicants may request reasonable accommodation by contacting .

California Residents : Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy .

Recruitment Fraud : Please visit here to learn more about our Recruitment Fraud Notice .

Welcome your new opportunity awaits you.

Required Experience :

Manager

Key Skills

Business Development,Cement Plant,Business Support,Data Analysis,ASP

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Account Manager • Woodbridge, California, USA

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