Associate Account Manager, Personal Lines (Hybrid)

Acrisure; Tacoma (WA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Account Manager to join their dynamic team. In this entry-level role, you will be the primary point of contact for clients, handling daily service tasks under supervision. You will learn the principles of insurance and apply them in real-world situations while supporting coverage strategies. This fast-growing company offers a hybrid work environment and numerous opportunities for growth, making it an exciting place to launch your career in the insurance field. If you have strong communication skills and a passion for helping clients, this role is perfect for you.

Benefits

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs

Hybrid Work Option

Opportunities for Growth

Educational Resources

Generous Time Away

Qualifications

• Active Property & Casualty License or ability to obtain within 60 days.
• Strong organizational skills and initiative required.
• Previous experience in the insurance industry is a plus.

Responsibilities

• Service accounts and handle transactions such as quotes and policy issuance.
• Respond to client inquiries and maintain client data accuracy.
• Assist with insurance marketing and sales efforts.

Skills

Organizational Skills

Microsoft Word

Microsoft Outlook

Microsoft Excel

Verbal Communication

Written Communication

Mathematical Skills

Reasoning Skills

Education

High School Diploma

Associate Degree

Tools

Applied Systems / EPIC

Job description

Associate Account Manager, Personal Lines (Hybrid)

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Job Description

Job Title: Associate Account Manager

Department: Personal Lines

Location: On-Site/Hybrid at an office located in one of the following states: WA, CO, ID, UT, OR

About Us:

Acrisure’s Northwest Platform 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 Northwest Platform 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. Learning the meaning of the 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:
• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Supports and informs coverage plans as necessary.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Review new/renewal policies and endorsements to insure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
• Document all activities in agency management system (Applied Systems / EPIC)
• Understand and utilize upload, download and interface technology.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• 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 these provisions
• Complete other functions and assignments as assigned including back-up duties.
  
  

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 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.
• Previous experience in the industry a plus.
  
  

Benefits & Perks:

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

Posted compensation range for Colorado and Washington applicants.

Pay Details:

Hourly: $22 - $23

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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

  Other

• Industries

  Insurance

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