Associate Account Manager-Personal Lines

Acrisure, LLC; California (MO); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a dynamic team at a fast-growing fintech leader in the insurance sector. As an Associate Account Manager, you will be the primary contact for clients, handling correspondence and managing workflows with precision. This role offers a unique opportunity to develop your skills in a supportive environment while contributing to the success of a collaborative organization. With a focus on personal growth and professional development, you will engage in educational resources and have the chance to make a meaningful impact. Embrace the challenge and be part of an innovative team that values diversity and excellence in service.

Benefits

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs

Opportunities for Growth

Educational Resources

Generous time away

Qualifications

• Strong communication skills with attention to detail and critical thinking.
• Ability to adapt in a fast-paced environment and proficiency in MS Office.

Responsibilities

• Manage client correspondence and agency management activities.
• Support the renewal process and claims support.
• Organize workflow and maintain knowledge of underwriting requirements.

Skills

Verbal and written communication skills

Accounting or strong math skills

Critical thinking

Attention to detail

Adaptability

Proficiency with MS Office

Knowledge of Agency Management Systems

Education

High school diploma or equivalent

Active P&C license

Tools

Applied Epic

Job description

Associate Account Manager-Personal Lines

Associate Account Manager-Personal Lines

Apply locations WARREN, MI time type Full time posted on Posted 3 Days Ago job requisition id JR107100

Acrisure’s Midwest 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 Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Midwest 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.

About The Role

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:

• Manage emails, mail, voicemail, agency management activities and self-audit reports.
• Receive, review, and document client and carrier correspondence in our agency management system including driver requests, endorsement requests and cancellations/recissions.
• Renewal process, data entry of client activity in the agency management system.
• Meet with clients as needed.
• Organize and prioritize workflow. Process policies, endorsements, and other related items; verify accuracy and forward to client with appropriate correspondence.
• Provide back-up coverage for Account Manager handling immediate service needs.
• Claims support.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keeping Client Advisors informed of all important activities on their accounts including being sensitive to potential problems and informing leadership.
• 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 their provisions.
• Assist with special projects.
• Comply with agency standards, policies, and procedures.

Requirements:

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Able to function independently and as part of a team.

Education/Experience:

• High school diploma or recognized equivalent is required.
• Possess and maintain active P&C license or be willing and able to obtain license within 120 days of hiring.
• Knowledge of personal insurance with 1-2 years of experience is preferred.

Physical Demands:

• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms.
• Occasionally lift up to 20 lbs.

Work Environment:

• Work environment is a temperature-controlled, non-smoking office.
• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation
• Industry-Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Opportunities for Growth
• Educational Resources
• Generous time away

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.