Acrisure

Commercial Lines Real Estate Associate – Account Manager

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: Mahwah • New Jersey • New York • United States

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Salary

💰 $22 - $30 per hour

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 polices 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
  • 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
  • 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 & Tools
insurance marketingclaims supportaccount transactionspolicy provisionsmathematical skillsreasoning skillsdata accuracyrenewal data collectionpolicy endorsementsclient correspondence
Soft Skills
organizational skillsverbal communicationwritten communicationinterpersonal skillsproactive prioritizationproblem-solvingattention to detailsensitivity to potential problemstimelinesscollaboration
Certifications
Property & Casualty LicenseCPCUAssociate DegreeHigh School diploma