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Associate Account Manager

Acrisure

Newport Beach (CA)

On-site

USD 125,000 - 150,000

Full time

15 days ago

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Job summary

A leading Fintech company is seeking an Associate Account Manager to support Account Managers and provide exceptional service to clients. The role involves managing accounts, processing information, and ensuring client satisfaction. Ideal candidates will have strong analytical and communication skills, and a background in commercial lines is preferred.

Qualifications

Minimum 5 years relevant Commercial Lines experience a plus.
Ability to work with minimum supervision.
Licensed in property and casualty insurance preferred.

Responsibilities

Provide support to Account Managers and service to assigned clients.
Oversee and manage the policy checking and delivery process.
Maintain accurate and updated suspense file in agency management system.

Skills

Customer service

Analytical skills

Communication

Project management

Education

College degree preferred

Tools

MS Office Products

Excel

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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:

The Associate Account Manager Role provides support to Account Managers and Account Executives and service to assigned clients. The Associate Account Manager is responsible for support service on all existing and renewed accounts including processing and review of information, responding to requests, data input, and project management.

Essential Duties & Responsibilities

Develop a rapport with main day-to-day contacts to create and assurance with the client
Collaborate with client executives and organizational leaders to identify opportunities to provide additional consultation services, additional engagement points, etc.
Develop an understanding of client’s overall operation & business goals, and assist team in helping track such goals
Provide a high level of service to assigned clients, including prompt and through responses
Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials
Oversee and manage the policy checking and delivery process to insured as directed by the team.
Process rating and endorsements on insurance carrier’s websites
Request loss runs from insurance carriers or pull directly from websites.
Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery.
Review policies, audits and endorsements for accuracy; report errors to insurance companies for correction.
Interface with Account Managers and others to obtain and deliver information, quotations, policy changes, etc. as necessary
Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate
Process agency invoicing and assist to resolve billing discrepancies for assigned accounts.
Apply project management skills to assist team with projects on an as-needed basis
Prioritize workload and/or request for assistance as required.
Maintain accurate and updated suspense file in agency management system.
Keep team members fully informed of important activities on their accounts including being sensitive to potential problems.
Send appropriate instructions to Resource Pro - policy checking, ordering loss runs, completing loss summary or special project.

Knowledge & Skill Requirements

Ability to work with minimum supervision; able to accept direction on given assignments.
Knowledge of MS Office Products, Word, Outlook; advanced knowledge of excel a plus
Demonstrated flexibility and adaptability to changing priorities and deadlines.
Strong analytical skills and attention to detail to ensure document accuracy.
Able to work effectively in a team environment with strong customer service skills.
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to travel domestically for client visits and the occasional relevant industry conference.
Experience with a broker/agent, including marketing large middle market accounts to
carriers; excellent knowledge of the markets a plus.
Strong knowledge of all basic P&C coverages, focus/specialty in certain coverage areas a plus
Superior presentation and relationship skills a plus
Minimum 5 years relevant Commercial Lines experience a plus.
College degree preferred.
Licensed in property and casualty insurance preferred.

The base salary range for this position is $24.50/hour-$33.65/hour annually. 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.

This position requires 3-4 days in local Acrisure office.

Pay Details:

Hourly: $24 - $33

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.

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
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Sales and Business Development
Industries
Insurance

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