Client Success Account Manager

Acrisure; Walnut Creek (CA); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Plan

Paid Time Off

Job summary

Acrisure is seeking an Insurance Support role on-site in Walnut Creek, CA. You will handle routine client tasks, issue certificates, and maintain client data in the agency system while working under supervision.

Ideal candidates hold an active Property & Casualty license or can obtain one within 60 days, and are proficient with Word, Outlook, and Excel, with solid math skills for premiums and commissions.

Qualifications

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• Computer skills: Microsoft Word, Outlook, and Excel.
• Mathematical skills: ability to calculate figures and amounts such as discounts, 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 or ability

Word/Outlook/Excel

Mathematical skills

Education

High School diploma

Tools

EPIC experience

Job description

Acrisure is seeking an Insurance Support role on-site in Walnut Creek, CA. You will handle routine client tasks, issue certificates, and maintain client data in the agency system while working under supervision.

Ideal candidates hold an active Property & Casualty license or can obtain one within 60 days, and are proficient with Word, Outlook, and Excel, with solid math skills for premiums and commissions.