Associate Account Manager

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 17,000 entrepreneurial colleagues in 21 countries and has 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.

Job Summary:

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members. Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally.

We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

Essential Duties and Responsibilities:

• Assist our Commercial Account Managers with various service requests, for example, taking customer service calls, emails, etc. to obtain information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.
• Assist our Commercial Account Managers with renewals by obtaining renewal requirements from the carrier/broker, renewal updates/apps from the insured (using Indio), creating draft renewal presentations, obtaining finance agreements, creating dummy invoices, entering WC submissions online with carriers for marketing (when needed), and creating draft renewal emails for the AM to send to the insured.
• Policy checking of WC policies (using EPIC policy check feature).
• Issue certificates/EPIs through EPIC and CSR
  24 as needed.
• Obtain quotes for limit increases, AI forms, etc. when needed for certificates.
• Enter claims in EPIC, submit to the carrier, follow up/document file & set to AM per instructions.

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

• Active Listening
• Professional correspondence with internal and external stakeholders
• Speaking and Group Presentation
• Appropriate Communication for confidential or sensitive situations
• Writing with proper spelling, grammar, and punctuation
• Critical Thinking
• Time Management
• Prompt response to email and voicemail
• Document EPIC clearly to enable seamless service

• Minimum of a High School Diploma
• Valid California Property/Casualty license

• PC computer with strong typing skills
• EPIC Agency Management System (required)
• Microsoft Word, Outlook (including Quick Parts), Excel
• Microsoft Internet Explorer/Chrome/Firefox
• Company Online Rating/Service Sites (helpful but not required)

• Honest & ethical behavior
• Persistence, cooperation, self-control, dependability
• Initiative, stress tolerance, achievement/effort
• Independence with guided procedures

• Moderate stress due to deadlines
• High finger dexterity from typing
• Occasionally lift up to 20 lbs

• Inside/remote office position with majority sitting
• High contact via email, phone, instant messaging, and camera
• Online video meetings (MS Teams/Zoom) with business attire required
• Occasional meetings with clients, carriers, and team members

The base range for this position is $24.04 - $33.65 hourly. 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 $24 - $34. 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 location and internal equity.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices at the Acrisure California Applicant Privacy Policy:

• Full-time

• Sales and Business Development
• Industries:
  Insurance

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