About Us:

Acrisure’s West Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Platform to where it is today, with a culture built on organic partnership.

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.

Job Summary:

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors, they develop coverage strategies and plan with occasional guidance or direct supervision.

Responsibilities:

Promptly field and address client service calls and emails

Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day

Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above

Set up policy change activities in EPIC

Renew policies in EPIC once coverage has been bound

Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team

Welcome new business clients to Acrisure via telephone and email introductions

Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need

Large-sized (over $10k in revenue) accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates

Large-sized accounts: Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) to the producer 30 days before expiration for delivery to the insured

Middle-sized accounts: present the renewal to the insured 30 days before the expiration

Bind coverage with carriers, providing subjectivities to them at the time of bind

Complete all tasks in all activities assigned

Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients

Process and deliver new and renewal insurance policies within 30 days of effective date

Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities

Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to Acrisure standards

Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services

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:

High School diploma required, Associate Degree or higher preferred.

Minimum of 2 years of experience in commercial lines.

CPCU or special training course completion a plus.

Benefits & Perks:

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs                         

Opportunities for Growth

Parental Leave

Generous time away

Compensation: $75,600-$85,050 annually

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without 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 www.Acrisure.com/privacy/caapplicant.
 

To 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 Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.