Hybrid Commercial Lines Associate Account Manager

Posted 2 hours ago

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About the role

  • Commercial Lines Associate Account Manager for Acrisure, serving clients in the Construction industry. Responsible for account management, policy servicing, and claims support.

Responsibilities

  • Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures
  • 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
  • Supports and informs 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 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 agency departments in securing and/or providing information necessary to issue appropriate polices 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 as assigned including back-up duties

Requirements

  • High School diploma required
  • Associate Degree or higher preferred
  • Active Property & Casualty License
  • Strong organizational skills - ability to prioritize and be proactive
  • Computer skills, specifically Microsoft Word, Outlook and Excel
  • Excellent verbal and written communication 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

Benefits

  • 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 and paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage

Job title

Commercial Lines Associate Account Manager

Job type

Experience level

JuniorMid level

Salary

$70,000 - $85,000 per year

Degree requirement

High School Diploma

Location requirements

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