Associate Account Manager

Job Description About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members. Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally.

We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry. Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position.

We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

• Assist our Commercial Account Managers with various service requests, for example, taking customer service calls, emails, etc. to obtain information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.
• Assist our Commercial Account Managers with their renewals by obtaining renewal requirements from the carrier/broker, obtaining renewal updates/apps from the insured (using Indio), creating draft renewal presentations, obtaining finance agreements, creating dummy invoices, entering WC submissions online with carriers for marketing (when needed), and creating draft renewal emails for the AM to send to the insured.
• Policy checking of WC policies (using EPIC policy check feature)
• Issue certificates/EPIs through EPIC and CSR
  24 as needed
• Obtain quotes for limit increases, AI forms, etc. when needed for certificates
• Claims-enter in EPIC, submit to the carrier, follow up/document file & set to AM per instructions

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

• Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)
• Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information
• Speaking (conveying information clearly and effectively) and Group Presentation
• Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations
• Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar and punctuation is important)
• Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)
• Time Management (managing one's own time and respecting the time of others)
• Prompt response to all email and voicemail correspondence
• Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.

Minimum of a High School Diploma

Valid California Property/Casualty license

Technology

Skills:

PC Computer (including strong typing skills) EPIC Agency Management System (required) Microsoft Word, Outlook, including Quick Parts, Excel Microsoft Internet Explorer/Chrome/Firefox Company Online Rating/Service Sites (helpful but not required)

• Honest & ethical behavior is important
• Persistence in the face of obstacles
• Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
• Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)
• Dependability (reliable & responsible in keeping commitments, even after the mood the…