Associate Account Manager performing routine responsibilities for transportation industry clients at Acrisure. Supporting coverage strategy while ensuring compliance with agency procedures and industry standards.
Responsibilities
Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Issue Proofs of Insurance (Certificate, Evidence, Auto ID)
Respond to client inquiries, incoming mail, and company request needs on a timely basis
Request changes on behalf of client
Review new/renewal policies and endorsements to insure items were received as ordered
Process audits, cancellations, and other client-related documents
Maintain accuracy of client data in agency management system (EPIC)
Document all activities in agency management system (EPIC)
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
Complete other functions and assignments as assigned
Requirements
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
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
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
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
EPIC experience a plus
Benefits
Comprehensive medical insurance, dental insurance, and 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 leave and paid paternity leave (including for adoptive parents)
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