Account Manager

Account Manager

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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.

• Perform daily service on assigned tasks by Producers and/or Account Executives using the agency’s written procedures.
• 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.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Develop coverage strategies and plans as necessary.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download and interface technology.
• Assist other departments in securing or providing information necessary to issue appropriate policies for our mutual clients.
• Keep Producers informed of all important activities on their accounts, including 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 required.
• Strong organizational skills – ability to prioritize and be proactive.
• Computer skills, specifically Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication skills and 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 a plus.
• Knows and applies principles of insurance to everyday situations.

• High School diploma required;
  Associate Degree or higher preferred.
• Minimum of 2 years of experience in commercial lines.
• CPCU or special training course completion a plus.
• Active P&C License.

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Opportunities for Growth
• Parental Leave
• Generous time away

The base compensation range for this position is $60,000 - $70,000.

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

• Physical Wellness:
  Comprehensive medical insurance, dental insurance, vision insurance, life and disability insurance, fertility benefits, wellness resources, and paid sick time.
• Mental Wellness:
  Generous paid time off and holidays, Employee Assistance Program (EAP), and a complimentary Calm app subscription.
• Financial Wellness:
  Immediate vesting in a 401(k) plan;
  Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care:
  Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

Acrisure considers 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.