Account Manager

** Job Description
** Account Manager
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* Location:

** West Division 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 massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
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* Job Summary:

** Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account managers know and apply the principles of insurance to everyday situations and performs routine responsibilities and can develop coverage strategies and plans.  
** Responsibilities:
** Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
* 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.
* This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
*** Requirements:
*** Active Property & Casualty License Required.
* Strong organizational skills- 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 a plus.
* Knows and applies principles of insurance to everyday situations.
** Education/

Experience:

** 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 as assigned including back-up duties.

Minimum of 2 years of experience in commercial lines.  
** Benefits & Perks:
** Competitive Compensation
* ** Physical Wellness:
** Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
* ** Mental Wellness:
** Generous paid time off and holidays;
Employee Assistance Program (EAP); and a complimentary Calm app subscription.
* ** Financial Wellness:
** Immediate vesting in a 401(k) plan;
Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
* ** Family Care:
** Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.* **… and so much more!*
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