Assistant Account Manager

Acrisure; Village of Rye Brook (NY); Hybrid; USD 55,000 - 70,000; Full time

Job summary

An established industry player is seeking an Assistant Account Manager to support client relationships and ensure excellent service delivery. In this role, you will handle various account transactions, respond to client inquiries, and maintain data accuracy in the agency management system. The company fosters an entrepreneurial spirit and offers opportunities for growth, making it an exciting place to develop your career. If you are organized, proactive, and possess strong communication skills, this role could be a perfect fit for you.

Benefits

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Opportunities for Growth

Parental Leave

Generous Time Away

Qualifications

• Active Property & Casualty Producer License required.
• Strong organizational skills and ability to prioritize tasks.

Responsibilities

• Perform daily service on assigned tasks by Producers and Account Executives.
• Respond to client inquiries and maintain accuracy of client data.

Skills

Organizational Skills

Communication Skills

Mathematical Skills

Reasoning Skills

Education

High School Diploma

Associate Degree

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Applied Systems / EPIC

Job description

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About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Job Description

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

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.
  
  

Requirements:

• Active Property & Casualty Producer License.
• Strong organizational skills- ability to prioritize and be proactive.
• 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.
  
  

Education/Experience:

• High School diploma required, Associate Degree or higher preferred.
• CPCU or special training course completion a plus.
  
  

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away
  
  

Pay Details:

Annual Salary: $55,000 - $70,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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