About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringingcutting-edgetechnology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and planand applying principles of insurance and applies to everyday situations.
Responsibilities:
Perform daily service on assignedtasksby Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
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 ofclient.
Review new/renewal policies and endorsements toinsureitems were received as ordered.
Process audits, cancellations, and other client-relateddocuments..
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.
Complete other functions and assignments as assigned.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Required Qualifications:
Active Property & Casualty Producer License or ability to obtain onewithin60 daysof hire date.
Computer skills, specifically Microsoft Word,Outlookand Excel
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Preferred Qualifications:
EPIC experiencea plus.
EducationandExperience:
High School diplomarequired,Associate Degreeor higher preferred.
CPCU or special training course completiona plus.
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
Associate Account Manager • SANTA ROSA, CA, 100 Stony Point Rd Ste 160