Note: The job is a remote job and is open to candidates in USA. Acrisure is a global fintech leader empowering businesses with customized insurance solutions. The Account Manager is responsible for servicing client accounts, developing coverage strategies, and maintaining accurate client data while ensuring timely responses to client inquiries.
Responsibilities
- Service accounts, including account transactions such as quote and issue policies, ID cards, 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 and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client
- Keeping 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 assigned, including backup duties
Skills
- Active Property & Casualty License Required
- Strong organizational skills- the ability to discern priority and initiative
- Computer skills, specifically Microsoft Word, Outlook, and Excel
- Excellent verbal and written communication skills as well as strong people 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
- Know and apply principles of insurance to everyday situations
- High School diploma required
- Minimum of 2 years of experience in commercial lines
- Applied Systems / EPIC experience is a plus
- CPCU or special training course completion is a plus
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- A complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Company Overview