Associate Account Manager

About Us:

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:

Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations.

Responsibilities:

• Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:

  • 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 insure 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.

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 Producer License or ability to obtain one within 60 days of hire date. 

• Mandarin bilingual required with excellent verbal and written communication skills as well as strong interpersonal skills 

• Strong organizational skills- ability to prioritize and be proactive. 

• Computer skills, specifically Microsoft Word, Outlook and Excel 

• 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.

Education/Experience:

• High School diploma required, Associate Degree or higher preferred.

• CPCU or special training course completion a plus.

Benefits & Perks: