Acrisure

Account Manager

Acrisure

full-time

Posted on:

Location Type: Office

Location: Costa Mesa • California • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $90,000 - $130,000 per year

Job Level

JuniorMid-Level

About the role

  • 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, 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.
  • Develops coverage strategies and plans as necessary.
  • Review new/renewal policies and endorsements to insure 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 as assigned including back-up duties.

Requirements

  • Active Property & Casualty License Required.
  • Strong organizational skills- ability to discern priority and initiative.
  • 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 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.
Benefits
  • Competitive Compensation
  • Industry Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Opportunities for Growth
  • Parental Leave
  • Generous time away

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
insurance marketingclaims supportcoverage strategiespolicy provisionsmathematical skillsreasoning skillscommercial lines experienceCPCUinsurance principles
Soft skills
organizational skillsverbal communicationwritten communicationinterpersonal skillsinitiativeproblem-solving
Certifications
Active Property & Casualty LicenseAssociate DegreeCPCU