Commercial Lines Associate Account Manager

Overview

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

Job Description

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Acrisure is seeking a Commercial Lines Real Estate Associate Account Manager to join our growing team in the East Division. Our Associate Account Managers perform more routine responsibilities and are primary points of contact for the real estate clients they oversee, while working under direct supervision. They support and inform coverage strategy and plans and apply insurance principles to everyday situations.

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures, including, but not limited to:
• Service accounts, including account transactions such as quote and issue policies, , proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
  • Respond to client inquiries, incoming mail, and company request needs on a timely basis.
  • Support and inform coverage plans as necessary.
  • Insurance marketing and sales.
  • Collect renewal data on assigned accounts.
  • Claims support.
  • Review new/renewal policies and endorsements to ensure items were received as ordered.
  • Maintain accuracy of client data in the agency management system (Applied Systems / EPIC).
  • Document all activities in the agency management system (Applied Systems / EPIC).
  • Understand and utilize upload, download and interface technology.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
• Keep 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.

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

• High School diploma required, Associate Degree or higher preferred.
• CPCU or special training course completion a plus.

The base compensation range for this position is $22 - $30. 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…