Commercial Account Services Associate

Acrisure

San Jose (CA)

On-site

USD 34,440,000 - 44,083,000

Full time

10 days ago

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) plan

HSA/FSA options

Commuter benefits

Paid time off

Job summary

Acrisure is seeking an on-site service specialist to support Commercial Account Managers with endorsements, renewals, and certificates. This role emphasizes accuracy in EPIC system use, policy checks, and cross-functional communication across internal teams.

The ideal candidate will possess a California Property/Casualty license, a high school diploma, and solid experience with MS Office and EPIC. Strong organizational skills and professional written and verbal communication are essential for

Qualifications

High school diploma required.
California Property/Casualty license required.
Proficient in EPIC and MS Office.
Strong communication and organizational skills.

Responsibilities

Assist Commercial Account Managers with service requests (endorsements, claims, renewals, certificates, cancellations).
Process renewals: gather requirements, draft renewals, manage documents and submissions.
Policy checks of WC policies using EPIC policy check feature.
Issue certificates/EPIs via EPIC and CSR24 as needed.
Obtain quotes for limits/increases and create draft renewal emails.
Enter WC submissions and liaise with carriers as needed.