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Associate Account Manager, Commercial Lines (Hybrid)

Acrisure

Lake Forest (CA)

Hybrid

Full time

10 days ago

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Job summary

A leading company is seeking an Associate Account Manager for their Commercial Lines division. The role involves servicing clients and supporting coverage strategies in a hybrid work environment. Candidates should possess strong communication skills and organizational capabilities, with an emphasis on maintaining client relations and data accuracy.

Benefits

Competitive Compensation

Industry Leading Healthcare

Opportunities for Growth

Parental Leave

Generous time away

Qualifications

Active Property & Casualty Producer License or ability to obtain within 60 days.
Completion of CPCU or special training course is a plus.
Strong initiative to discern priority.

Responsibilities

Perform daily service tasks as assigned by Producers/Account Executives.
Issue Proofs of Insurance and respond to client inquiries timely.
Maintain accuracy of client data in agency management system.

Skills

Strong organizational skills

Excellent verbal communication skills

Mathematical Skills

Education

High School diploma required

Associate Degree or higher preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

EPIC

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Job Description

Job Title: Associate Account Manager

Department: Commercial Lines

Pay Rate: $23 - $28.80/hr

Schedule: Hybrid from West Division office location

About Us:

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

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:

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 client.
Review new/renewal policies and endorsements to insure 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.

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

Requirements:

Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
Strong organizational skills- ability to discern priority and initiative.
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.
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

Posted compensation range for California, Colorado, and Washington applicants.

Pay Details:

Hourly: $23 - $28

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
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Sales and Business Development
Industries
Insurance

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