Onsite Account Analyst

Posted 26 minutes ago

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About the role

  • Account Analyst managing policy maintenance for personal lines at Acrisure. Providing documentation and assistance to agency partners and policyholders with a focus on retention and endorsements.

Responsibilities

  • Process policy endorsements and updates accurately and efficiently
  • Provide necessary documentation and respond promptly to agency partner inquiries
  • Assist agency partners in identifying cross-selling opportunities to expand client portfolios
  • Answer phones and resolve customer queries with a focus on professional and efficient communication
  • Monitor and support retention efforts throughout the policy term
  • Review accounts for remarketing opportunities and recommend the best options to agency partners when needed
  • Maintain accurate and detailed records of all communications and actions taken

Requirements

  • Strong attention to detail and organizational skills
  • Excellent verbal and written communication abilities
  • Customer service experience, preferably in the insurance industry
  • Familiarity with Personal Lines insurance products and processes is a plus
  • Ability to multitask and prioritize in a fast-paced environment
  • 2+ years experience in personal lines Service, Sales or Underwriting
  • P&C license required

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)
  • Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave
  • Paid paternity leave
  • Legal plan options
  • Pet insurance coverage

Job title

Account Analyst

Job type

Experience level

JuniorMid level

Salary

$50,000 - $70,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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