Assistant Relationship Manager, CRE Deposit & Payment Solutions
U.S. Bank
Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Harrison • New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $95,000 per year
Job Level
JuniorMid-Level
About the role
- Interact with clients to address all servicing needs
- Processing of policies, endorsements, and audits
- Enter policy data into our client management system
- Order loss runs for re-marketing accounts
- Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage
- Keep your desk and files organized at all times
- Perform superior customer service at all times
- Properly utilize the management system to keep track of all pending items
- Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
- Expedite certificates of insurance if CSR team is short staffed and client needs immediately
- Run MVRs and update driver lists when required
- Prepare renewal rating quotes, based on applications
- Process and issue binders
- Attend agency and department meetings as well as training/education classes and sessions
Requirements
- Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required
- Active Property and Casualty License required
- Strong organizational skills- ability to prioritize and be proactive
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Applied Systems / EPIC experience a plus
- High School diploma required, Associate Degree or higher preferred
- Minimum of 2 years of experience in Commercial Lines preferred
Benefits
- Competitive compensation
- Generous vacation policy
- Paid holidays
- Paid sick time
- Medical Insurance (employee-paid)
- Dental Insurance (employee-paid)
- Vision Insurance (employee-paid)
- Company-paid Short-Term Disability Insurance
- Company-paid Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP)
- Calm App subscription
- Employee-paid Pet Insurance
- Optional supplemental insurance coverage
- Vested 401(k) with company match
- Financial wellness programs
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Commuter benefits options
- Paid maternity leave
- Paid paternity leave
- Fertility benefits
- Career growth and learning opportunities
- …and so much more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
policy processingdata entrycustomer servicerenewal rating quotesMVR processingbinder issuance
Soft skills
organizational skillsverbal communicationwritten communicationinterpersonal skillsproactive prioritization
Certifications
Property and Casualty License
