Account Manager
Acrisure
full-time
Posted on:
Location Type: Office
Location: Walnut Creek • California • United States
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Salary
💰 $90,000 - $125,000 per year
About the role
- Perform daily service on assigned tasks by Producers and/or Account Executives
- 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
- 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
- Complete other functions and assignments as assigned including back-up duties
Requirements
- Active Property & Casualty License Required
- Construction experience is a plus
- Strong organizational skills
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication 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
- Applied Systems / EPIC experience a plus
- 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
- Comprehensive medical insurance
- Dental insurance
- 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) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- 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 supportcoverage strategiesaccount transactionsmathematical skillsreasoning skillscommercial lines experiencepolicy reviewdata accuracypolicy endorsements
Soft Skills
organizational skillsverbal communicationwritten communicationproblem-solvingclient servicetimelinesscollaborationattention to detailadaptabilityproactive communication
Certifications
Property & Casualty LicenseCPCUAssociate DegreeHigh School diploma