Account Manager

Acrisure

. 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.

Posted 4/22/2026full-timeSan Jose • California • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Develop coverage strategies and 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 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 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 assigned including backup duties.

Requirements

What you’ll need

Active Property & Casualty License Required.
Strong organizational skills- the ability to discern priority and initiative.
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 is a plus.
Knows and applies principles of insurance to everyday situations.
High School diploma required.
Minimum of 2 years of experience in personal lines.
CPCU or special training course completion is a plus.

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
life and disability insurance
fertility benefits
wellness resources
and 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance marketingclaims supportpolicy reviewdata accuracymathematical skillsreasoning skillsunderwriting knowledgepolicy provisions knowledgeaccount transactionscoverage strategies

Soft Skills

organizational skillsverbal communicationwritten communicationinterpersonal skillsinitiativeproblem-solvingpriority discernmenttimelinesssensitivity to potential problemscollaboration

Certifications

Property & Casualty LicenseCPCUspecial training course completion