Associate Account Manager

Acrisure; Santa Rosa (CA); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Plan with immediate vesting

Paid holidays and PTO

Job summary

Acrisure is seeking a detail-oriented Insurance Assistant to support client coverage needs on-site. You will handle proofs, respond to inquiries, and manage policy changes under supervision, ensuring accuracy in EPIC and adherence to regulatory standards.

Ideal candidates will have aProperty & Casualty license or plan to obtain one within 60 days, strong computer skills with Word, Outlook and Excel, and solid math abilities for premiums and discounts.

Qualifications

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• 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.

Responsibilities

• Issue Proofs of Insurance (Certificate, Evidence, Auto ID).
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Request changes on behalf of the client.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Process audits, cancellations, and other client-related documents.
• Maintain accuracy of client data in agency management system (EPIC).
• Document all activities in agency management system (EPIC).
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

Skills

Property & Casualty License

Microsoft Word

Outlook

Excel

Mathematical calculations

Education

High School diploma

Tools

EPIC

Office software

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

Job Description

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

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

• Issue Proofs of Insurance (Certificate, Evidence, Auto ID)
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Request changes on behalf of the client.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Process audits, cancellations, and other client‑related documents.
• Maintain accuracy of client data in agency management system (EPIC)
• Document all activities in agency management system (EPIC)
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Complete other functions and assignments as assigned.

Required Qualifications

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• 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.

Preferred Qualifications

• EPIC experience.

Education and Experience

• High School diploma required.

Pay Details

The base compensation range for this position is $25 - $35. 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.

Candidate Requirements

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

• 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.