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 17000 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.

Job Summary:

This position will include all aspects of servicing commercial accounts. The key objective to this position is to assist the Account Executive (AE) on any and all tasks they would process on a day to day basis. You will be expected to perform the following tasks from start to finish. The Account Executive and Commercial Lines Manager will be available for any questions regarding the tasks listed below:

Responsibilities:

• Assisting Account Executive (AAE) with overflow of processing policies endorsements and audits

• Enter policy data into our client management system (Epic) & scanning system

• Order loss runs for remarketing accounts

• Become proficient in the Auris rater & carrier websites 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 Activity system within Epic

• Check unrouted attachments.

• Interact with Account Executive/clients to address servicing needs when needed

• Communicate with Account Executive carriers / underwriting for renewals audit issues endorsements and carrier recommendations

• Expedite certificates of insurance if CSR team is short staffed and client needs immediately

• Run MVRs and update driver lists when required

• Prepare renewal quotes & proposals based Account Executive applications & quotes

• Process and issue binders

• Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Competencies:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:

• Commercial insurance knowledge with 5 years industry experience and/or demonstrated ability to successfully handle complexities of job required

• Excellent business skills required

• High school diploma or the recognized equivalent required

• P&C Broker/Agent license required

• Computer skills necessary to perform the essential functions of the job (i.e. spreadsheets database word processing and insurance software) required

Other Qualifications:

• Strong communication skills ability to communicate in a professional manner

• Participate in monitoring adherence to professional standards and procedures

• Someone who organizes manages and assumes the risk of a business or enterprise taking pride of ownership in his/her work

• Creative and resourceful; ability to evaluate and provide direction to deal with problems

• Ability to work in a team environment

Acrisure is committed to making an impact in our communities by giving back with millions committed to childrens health with Helen Devos Childrens Hospital and UPMC Childrens Hospital of Pittsburgh.

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Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.