Hybrid Real Estate Account Manager — Client Success

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

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.