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Associate Account Manager

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: Acrisure
Full Time position
Listed on 2026-02-07
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent
Salary/Wage Range or Industry Benchmark: 25000 - 30000 USD Yearly USD 25000.00 30000.00 YEAR
Job Description & How to Apply Below

Join to apply for the Associate Account Manager role at Acrisure
.

Company Overview

Acrisure is a global fintech leader empowering millions of businesses and individuals with innovative insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services solutions.

Job Profile

Job Title: Associate Account Manager

Department: Commercial Lines

Location: West Division

Job Summary

Performs routine responsibilities and serves as primary point of contact for clients under supervision, supporting coverage strategy and applying insurance principles to everyday situations.

Responsibilities
  • Perform daily service on assigned tasks by Producers and/or Account Executives following agency written procedures.
  • Issue Proofs of Insurance (Certificate, Evidence, Auto ).
  • Respond to client inquiries, incoming mail, and company request needs promptly.
  • Request changes on behalf of clients.
  • Review new/renewal policies and endorsements to ensure 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 EPIC.
  • Stay current with industry trends through educational seminars and classes for insurance/sales skills and license compliance.
  • Complete other functions and assignments as assigned.
Required Qualifications
  • Active Property & Casualty Producer License or ability to obtain one within 60 days of hire.
  • Computer skills:
    Microsoft Word, Outlook, Excel.
  • Mathematical skills: ability to calculate discounts, interest, premiums, commissions, proportions, percentages.
Preferred Qualifications
  • EPIC experience.
Education and Experience
  • High School diploma required;
    Associate Degree or higher preferred.
  • CPCU or special training course completion a plus.
Pay Details

The base compensation range for this position is $25,000 - $30,000. Placement within the range will be based on skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with on-site presence for collaboration, team leadership, and cross‑functional partnership.

Why Join Us

At Acrisure, we build a community where people grow, thrive, and make an impact. Our benefits support health, finances, family, and future. We pledge more than $22 million to community hospitals.

Employee Benefits
  • Physical Wellness: comprehensive medical, dental, vision insurance; life and disability insurance; fertility benefits; wellness resources; paid sick time.
  • Mental Wellness: generous paid time off and holidays;
    Employee Assistance Program; complimentary Calm app subscription.
  • Financial Wellness: 401(k) with immediate vesting; HSA, FSA options; commuter benefits; employee discount programs.
  • Family Care: paid maternity and paternity leave (including adoptive parents); legal plan options; pet insurance.
  • … and so much more.
Equal Opportunity Employer

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. #J-18808-Ljbffr
Position Requirements
10+ Years work experience
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