Associate Account Manager

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Associate Account Manager will perform routine responsibilities as the primary point of contact for clients, support coverage strategies, and assist in various insurance-related tasks under direct supervision.ResponsibilitiesPerform daily service on assigned task 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, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondenceRespond to client inquiries, incoming mail, and company request needs on a timely basisSupports and informs coverage plans as necessaryInsurance marketing and salesCollect renewal data on assigned accountsClaims supportReview new/renewal policies and endorsements to insure items were received as orderedMaintain 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 technologyAssist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual clientKeeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing managementKeep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license complianceMaintain knowledge of current underwriting requirements of contracted insurance carriersMaintain knowledge of policy provisions and any changes in these provisionsComplete other functions and assignments as assigned including back-up dutiesSkillsActive Property & Casualty Producer License or ability to obtain one within 60 days of hire dateStrong organizational skills- ability to prioritize and be proactiveComputer skills, specifically Microsoft Word, Outlook and ExcelMathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentagesReasoning 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 formHigh School diploma requiredAssociate Degree or higher preferredCPCU or special training course completion a plusApplied Systems / EPIC experience a plusBenefitsCompetitive CompensationIndustry Leading HealthcareSavings and InvestmentsCharitable Giving ProgramsOffering hybrid work optionOpportunities for GrowthParental LeaveGenerous time awayPhysical Wellness: Comprehensive medical insurance, dental insurance, and 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.Company OverviewAcrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management. It was founded in 2005, and is headquartered in Grand Rapids, Michigan, USA, with a workforce of 10001+ employees. Its website is http://acrisure.com.



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