Commercial Lines Insurance Associate Account Manager

Description

Job Title : Associate Account Manager

Department : Commercial Lines

Location : West Division

About Us

Acrisure's West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.

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.

Job Summary

Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations.

Responsibilities

• Perform daily service on assigned tasks by Producers and / or Account Executives with the agency's written procedures including, but not limited to : Issue Proofs of Insurance (Certificate, Evidence, Auto ID) Respond to client inquiries, incoming mail, and company request needs on a timely basis. Request changes on behalf of client. Review new / renewal policies and endorsements to insure items were received as ordered. Process audits, cancellations, and other client-related documents. Maintain accuracy of client data in agency management system (EPIC). Document all activities in agency management system (EPIC)
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance / sales skills and license compliance.
• Complete other functions and assignments as assigned.

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

Requirements

Education / Experience

Benefits & Perks

The base range for this position is $24.51- $33.17 per hour. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Pay Details : The base compensation range for this position is $25 - $33. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including skills, experience, qualifications, location, and internal equity.

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