Account Manager

Acrisure

Account Manager overseeing client accounts and developing insurance strategies at Acrisure. Engaging in daily service tasks, claims support, and collaborating with Producers and Account Executives.

Posted 6/16/2026full-timeRoseville • 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
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills
Strong interpersonal skills
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
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
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance marketingclaims supportaccount transactionspolicy provisionsunderwriting requirementsdata accuracycalculating figuresproblem solvinginsurance principlespersonal lines experience

Soft Skills

organizational skillsverbal communicationwritten communicationinterpersonal skillstime managementsensitivity to potential problemsadaptabilityattention to detailcollaborationcustomer service

Certifications

Property & Casualty LicenseCPCUspecial training course completion