Associate Account Manager

Acrisure; Costa Mesa (CA); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

401(k) plan

HSA/FSA options

Commuter benefits

Employee discount programs

Job summary

Acrisure is seeking a detail-oriented Service Associate to process daily service requests and support Commercial Account Managers with endorsements, renewals and certificates in EPIC. The role requires strong communication, accuracy, and a California Property/Casualty license with a High School diploma.

This on-site position emphasizes teamwork, adherence to department policies, and providing seamless concierge service to internal and external clients, with opportunities to grow in a fast-paced

Qualifications

• High School Diploma required; CA Property/Casualty license required.
• Excellent communication, writing and problem-solving abilities.
• Proficiency with EPIC and Microsoft Office applications.

Responsibilities

• Assist Commercial Account Managers with service requests, endorsements, claim reporting and renewals.
• Process certificates/EPIC/CSR24 as needed and obtain renewal information.
• Support renewals: obtain carrier/broker requirements, draft renewal emails and create draft invoices.
• Policy checks for WC policies using EPIC policy check feature.
• Enter WC submissions and follow up with carriers for marketing.

Skills

Active Listening

Professional correspondence

Speaking & Presentation

Communication

Writing

Critical Thinking

Time Management

Email/Phone responsiveness

Documentation EPIC

Education

High School Diploma

CA Property/Casualty license

Tools

EPIC Agency Management System

Microsoft Word

Microsoft Outlook

Excel

Web browsers (IE/Chrome/Firefox)

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.

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

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Essential Duties and Responsibilities

• Assist our Commercial Account Managers with various service requests, for example, taking customer service calls, emails, etc. to obtain information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.
• Assist our Commercial Account Managers with their renewals by obtaining renewal requirements from the carrier/broker, obtaining renewal updates/apps from the insured (using Indio), creating draft renewal presentations, obtaining finance agreements, creating dummy invoices, entering WC submissions online with carriers for marketing (when needed), and creating draft renewal emails for the AM to send to the insured.
• Policy checking of WC policies (using EPIC policy check feature)
• Issue certificates/EPIs through EPIC and CSR24 as needed
• Obtain quotes for limit increases, AI forms, etc. when needed for certificates
• Claims-enter in EPIC, submit to the carrier, follow up/document file & set to AM per instructions

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)
• Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information
• Speaking (conveying information clearly and effectively) and Group Presentation
• Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations
• Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar and punctuation is important)
• Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)
• Time Management (managing one's own time and respecting the time of others)
• Prompt response to all email and voicemail correspondence
• Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.

Education and/or Experience

• Minimum of a High School Diploma
• Valid California Property/Casualty license

Technology Skills

• PC Computer (including strong typing skills)
• EPIC Agency Management System (required)
• Microsoft Word, Outlook, including Quick Parts, Excel
• Microsoft Internet Explorer/Chrome/Firefox
• Company Online Rating/Service Sites (helpful but not required)

Other Qualifications

• Honest & ethical behavior is important
• Persistence in the face of obstacles
• Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
• Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)
• Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed)
• Initiative (willing to take on responsibilities and challenges)
• Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)
• Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)
• Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

Pay Details

The base compensation range for this position is $25 - $32. 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.

California Residents

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.