Associate Account Manager
Acrisure
full-time
Posted on:
Location Type: Office
Location: Ontario • California • 🇺🇸 United States
Visit company websiteSalary
💰 $24 - $34 per hour
Job Level
JuniorMid-Level
About the role
- Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision.
- Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations.
- Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Issue Proofs of Insurance (Certificate, Evidence, Auto ID)
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Request changes on behalf of client.
- Review new/renewal policies and endorsements to insure items were received as ordered.
- Process audits, cancellations, and other client-related documents.
- Maintain accuracy of client data in agency management system (EPIC)
- Document all activities in agency management system (EPIC)
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
- Complete other functions and assignments as assigned.
Requirements
- Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
- High School diploma required, Associate Degree or higher preferred.
- CPCU or special training course completion 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)
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance principlespolicy reviewdata accuracyaudit processingclient documentationcalculating figurespremium calculationcommission calculation
Soft skills
client communicationtime managementorganizational skills
Certifications
Property & Casualty Producer LicenseCPCU