Commercial Account Support and Renewal Specialist

Acrisure

Roseville (CA)

On-site

USD 34,000 - 44,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) plan
Paid time off

Job summary

Acrisure is seeking an on-site Insurance Service Associate in California to support Commercial Account Managers with service requests, renewals and endorsements. Proficiency with EPIC and MS Office is preferred, with a CA Property/Casualty license required.

Strong communication and organizational skills are essential for accurate documentation and client service. Role emphasizes teamwork, professional conduct, and adherence to department policies to enhance client experiences and operational

Qualifications

  • Minimum of a High School Diploma.
  • Valid California Property/Casualty license.
  • Experience with EPIC Agency Management System preferred.
  • Proficient in Microsoft Word/Outlook/Excel.

Responsibilities

  • Assist Commercial Account Managers with service requests, endorsements, claim reporting, and renewals.
  • Process certificates/EPIs and obtain renewal information from carriers/brokers.
  • Conduct policy checks in EPIC and manage exchanges with carriers.
  • Enter WC submissions and draft renewal communications for AMs.
  • Document interactions clearly in EPIC for seamless client service.

Skills

Active Listening
Professional correspondence
Speaking/Group Presentation
Communication
Writing
Critical Thinking
Time Management
Prompt response
Document EPIC

Education

High School Diploma
California Property/Casualty license

Tools

EPIC Agency Management System
Microsoft Word
Microsoft Outlook
Excel
Web browsers (IE/Chrome/Firefox)

Job description

Acrisure is seeking an on-site Insurance Service Associate in California to support Commercial Account Managers with service requests, renewals and endorsements. Proficiency with EPIC and MS Office is preferred, with a CA Property/Casualty license required.

Strong communication and organizational skills are essential for accurate documentation and client service. Role emphasizes teamwork, professional conduct, and adherence to department policies to enhance client experiences and operational

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