LAKE SUCCESS, NY, USA
11 days ago
Associate Account Manager - Commercial Lines

Job Description

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:

Perform daily service on assigned tasks by Account Managers/Account Executives with the agency’s written procedures including, but not limited to:

Service accounts, including account transactions such as online quoting/policy issuance.

Proofs of Insurance, including Auto ID cards, Certificates of Liability, Evidence of Property Insurance.

Endorsement requests-submit to carriers, review for accuracy, deliver to Insureds.

Respond to client inquiries, incoming mail, and company requests on a timely basis.

Support and inform coverage plans as necessary.

Collect renewal data on assigned accounts.

Claims support.

Review new/renewal policies to insure items are received as ordered.

Maintain accuracy of client data in agency management system (Applied Systems/ EPIC).

Document all activities in agency management system (Applied Systems / EPIC).

Understand and utilize upload, download and interface technology.

Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.

Keep Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

Keep current with industry trends including participation in educational seminars and classes for improvement of insurance skills and license compliance.

Maintain knowledge of current underwriting requirements of contracted insurance carriers.

Maintain knowledge of policy provisions and any changes in these provisions.

Complete other functions and assignments as requested, including back-up duties.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

Active Property & Casualty License or ability to pursue one within 90 days of start date. 

Strong organizational skills-ability to prioritize and be proactive. 

Computer skills, specifically Microsoft Word, Outlook and Excel.

Excellent verbal and written communication skills as well as strong interpersonal skills.

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, and percentages. 

Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, or schedule form. 

Applied Systems / EPIC experience a plus.

Education/Experience:

High School diploma required, Associate Degree or higher preferred.

CPCU or special training course completion a plus.

#LI-JP1

#LI-Hybrid

Pay Details:

Hourly: $23 - $28

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.


Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.


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.

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