Acrisure

Account Manager

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: Knox • Pennsylvania • United States

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About the role

  • Perform daily service on assigned task 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.
  • 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 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 Required
  • 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
  • Knows and applies principles of insurance to everyday situations.
  • 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.
  • Active P&C License
Benefits
  • Competitive Compensation
  • Industry Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Opportunities for Growth
  • Parental Leave
  • Generous time away
  • 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) 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 & Tools
insurance marketingclaims supportcoverage strategiespolicy reviewdata accuracymathematical skillsreasoning skillscommercial lines experienceinsurance principles
Soft Skills
organizational skillsverbal communicationwritten communicationinterpersonal skillsproactive prioritization
Certifications
Active Property & Casualty LicenseCPCU