Associate Account Manager - Real Estate

Acrisure; Wayne (PA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive Compensation

Industry Leading Healthcare

Hybrid work option

Opportunities for Growth

Parental Leave

Generous time away

Job summary

A leading fintech insurance broker in Wayne, Pennsylvania is seeking an insurance support professional to manage client accounts and deliver exceptional service under supervision. Responsibilities include performing daily tasks, responding to inquiries, and maintaining client data. The ideal candidate will have a strong organizational skill set and experience with insurance concepts. The role offers competitive compensation, hybrid work options, and a comprehensive benefits package designed to support personal and professional growth.

Qualifications

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire.
• Strong organizational skills with the ability to prioritize.
• Experience with Applied Systems or equivalent agency management tools.

Responsibilities

• Perform daily service tasks for assigned accounts.
• Respond to client inquiries and maintain client data accuracy.
• Assist in insurance marketing and collect renewal data.

Skills

Organizational skills

Computer skills (Microsoft Word, Outlook, Excel)

Mathematical skills

Problem-solving abilities

Education

High School diploma

Associate Degree or higher

CPCU or special training course completion

Tools

Applied Systems / EPIC

Job description

Overview

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:
• 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.

Requirements

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• Strong organizational skills- ability to prioritize and be proactive.
• 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.
• 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.
• Applied Systems / 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

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

We also offer our employees a comprehensive suite of benefits and perks, including:

• 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].

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.