Partner Account Manager
Kognitos
Cloud
Commercial Lines Associate Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Mahwah • New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $70,000 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.
- Supports and informs 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 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 agency 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 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 a plus.
- High School diploma required, Associate Degree or higher preferred CPCU or special training course completion a plus.
Benefits
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
- …and so much more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance marketingclaims supportaccount transactionspolicy provisionsmathematical skillsreasoning skillsdata accuracypolicy endorsementsclient data managementrenewal data collection
Soft skills
organizational skillsverbal communicationwritten communicationinterpersonal skillsproactive prioritizationproblem-solvingattention to detailsensitivity to potential problemscollaborationtime management
Certifications
Property & Casualty LicenseCPCUAssociate DegreeHigh School diploma
