Insurance Services Associate - Client & Renewals Support

Acrisure; California; Vor Ort; USD 39.000 - 47.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Wellness Resources

Calm app subscription

Commuter Benefits

Employee Discounts

Zusammenfassung

Acrisure, a global Fintech-enabled insurance broker, seeks an Associate Account Manager to support Commercial Account Managers with service requests, renewals, and documentation. The role emphasizes accurate EPIC entry, client communication, and cross-functional collaboration on-site in a Hawaii-friendly schedule.

The position requires a high school diploma and a property/casualty license, with strong typing and computer skills, including EPIC and MS Office.

Qualifikationen

• High school diploma required; property/casualty license needed.
• Experience with EPIC or similar agency management systems is preferred.
• Strong written and verbal communication skills in client-facing scenarios.

Aufgaben

• Assist Commercial Account Managers with service requests (endorsements, claims, certificates, renewals).
• Process renewals: gather carrier info, draft renewals, create invoices and emails for insureds.
• Conduct policy checks and issue certificates/EPIs as needed.
• Enter claims in EPIC and coordinate with carriers and AMs.

Kenntnisse

Active Listening

Professional Writing

Time Management

Communication Skills

Group Presentation

Confidentiality Handling

Responsive Email Etiquette

Documentation

Ausbildung

High School Diploma

Property/Casualty License

Tools

EPIC Agency Mgmt System

Microsoft Word

Microsoft Outlook

Excel

Jobbeschreibung

Acrisure, a global Fintech-enabled insurance broker, seeks an Associate Account Manager to support Commercial Account Managers with service requests, renewals, and documentation. The role emphasizes accurate EPIC entry, client communication, and cross-functional collaboration on-site in a Hawaii-friendly schedule.

The position requires a high school diploma and a property/casualty license, with strong typing and computer skills, including EPIC and MS Office.