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
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