About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
The Assistant Account Manager provides support to Account Managers and Account Executives and
service to agency clients. The Assistant Account Manager is responsible for support service on all
existing and renewed accounts including processing of information, responding to requests, data
input, reviewing and preparation activities of data
Responsibilities:
• Assist Account Manager in servicing customer accounts including rating and quoting new and
renewal risks when needed.
• Manage and oversee RSP procedures, including policy checking, loss runs, loss summaries,
certificates of insurance, audits, cancellations, etc.
• Input and update customer and policy information in EPIC in real time.
• Maintain accurate and updated suspense files in EPIC.
• Request and process endorsements, including correspondence to insured.
• Request loss runs from insurance carriers or from their websites outside of renewal cycle or
when RSP cannot obtain.
• Prepare customer correspondence including proposal shells, schedule of insurance,
certificates of insurance, ID cards, cancellations, etc.
• Process agency invoicing and assist to resolve billing discrepancies for assigned accounts.
• Assist Account Executive and Team Leader on an as needed basis.
• Request assistance from other team members as needed.
• Keep team members fully informed of important activities on their accounts including
being sensitive to potential problems.
• Provide back up to team members when they are out of the office.
Requirements:
• Prioritize workload with ability to handle multiple tasks.
• Demonstrate flexibility and adaptability for changing priorities and deadlines.
• Excellent communication skills.
• Able to take direction and learn from others.
• Knowledge of MS Office – Word, PowerPoint, Outlook, Excel .
• Strong organizational skills with attention to detail.
• Hold or obtain within 60 days of hire property & casualty insurance license.
• Experience with EPIC agency management system is a plus.
• Four-year college degree or equivalent on the job experience within insurance, business or
related industry preferred
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.