Associate Account Manager

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s valuable distribution network combines trusted advisors with growth and efficiency enabled by AI.

Job Summary:

Performs routine responsibilities and serves as a primary point of contact for the clients they oversee, under direct supervision. Supports and informs coverage strategy and plans, applying insurance principles to everyday situations.

• Perform daily service on assigned tasks by Producers and/or Account Executives in accordance with the agency’s written procedures, including:
  • Service accounts, including account transactions such as quoting and issuing policies, , proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
  • Respond to client inquiries, incoming mail, and company request needs in a timely manner.
  • Support and inform coverage 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 the agency management system (Applied Systems / EPIC).
  • Document all activities in the agency management system (Applied Systems / EPIC).
  • Understand and utilize upload, download and interface technology.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
• Keep Producers informed of all important activities on their accounts, including 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 and of policy provisions and any changes.
• Complete other functions and assignments as assigned including back-up duties.

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• Strong organizational skills and ability to prioritize and be proactive.
• Computer skills, specifically Microsoft Word, Outlook and Excel.
• 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.
• Applied Systems / EPIC experience is a plus.

• High School diploma required;
  Associate Degree or higher preferred.
• CPCU or special training course completion a plus.

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away

Pay Details:
The base compensation range for this position is $28 - $35. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting

California Residents:
Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud:
Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Sales and Business Development
• Industries:
  Insurance

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