Commercial Lines Associate Account Manager

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:

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date. 

• Strong organizational skills- ability to discern priority and initiative. 

• 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. 

• EPIC experience a plus.

Education/Experience:

• High School diploma required, Associate Degree or higher preferred.

• CPCU or special training course completion a plus.

Benefits & Perks: