Account Manager -Transportation

Acrisure West Insurance Services, LLC.; Costa Mesa (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Wellness programs

Employee discounts

Job summary

Acrisure West Insurance Services, LLC. is seeking a Senior Account Manager in Costa Mesa, CA to manage client accounts and develop coverage strategies.

You will be the primary contact for clients, handling policy issues, renewals, and data integrity using Applied Systems / EPIC. The role requires an active Property & Casualty license, at least 2 years in commercial lines, and strong organizational and communication skills.

Qualifications

• Active Property & Casualty license required.
• Strong organizational skills and initiative.
• Excellent verbal and written communication skills.
• Mathematical ability for discounts, premiums, commissions.
• Knowledge of Applied Systems / EPIC is a plus.
• Minimum 2 years of commercial lines experience.

Responsibilities

• Service accounts: quotes, policy issuance, endorsements, certificates, renewals.
• Respond to client inquiries promptly.
• Develop coverage strategies and plans as needed.
• Insurance marketing and sales.
• Collect renewal data on accounts.
• Provide claims support.
• Review policies and endorsements for accuracy.
• Maintain client data in the agency system.
• Document activities in the agency system.
• Assist departments with information for policy issuance.
• Keep Producers informed of important activities.
• Stay current with industry trends and licensing.

Skills

Organizational skills

Communication skills

Problem solving

Client service

Education

High School diploma

CPCU or related training

Tools

Applied Systems / EPIC

Job description

Job Summary

Account Managers perform advanced responsibilities and are primary points of contact for clients they oversee. Senior Account Managers are individual contributors and develop coverage strategies and plans with occasional guidance or direct supervision. Senior account managers will apply the core principles of insurance to everyday situations and demonstrate the skills and knowledge to understand specific needs or requirements that may require an inventive approach. Senior account managers can be primary points of contact for the clients they oversee.

Responsibilities

• 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.
• Develop coverage strategies and 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 departments in securing and/or providing information necessary to issue appropriate policies 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 assigned including backup duties.

Requirements

• Active Property & Casualty License Required.
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel Excellent verbal and written communication skills as well as strong people 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 is a plus.
• Know and apply principles of insurance to everyday situations.
• Education and Experience: High School diploma required.
• Minimum of 2 years of experience in commercial lines and/or industry.
• CPCU or special training course completion is a plus.

Pay Details

The base compensation range for this position is $75,000 - $110,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

… and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail]. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.