Job Title: Associate Account Manager

Department: Commercial Lines - Middle Market

Location: Jacksonville, FL

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 Associate Account Manager is responsible for assisting the Account Managers (2-3) with

service needs on Commercial Middle Market Accounts consisting of both new and renewal business, with a positive attitude.  Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency.

Primary Responsibilities:

Support Account Managers by processing Certificates of Liability Insurance and Evidences of Property Insurance, requesting policy changes, processing endorsements and audits, requesting invoices from the invoicing team, requesting carrier loss runs, and answering questions and concerns of the client. 

Respond to Account Manager requests in a timely manner to avoid potential E&O issues.

Provide service and support to Account Managers on existing accounts and assist them in their delivery of commitments to clients.

Prepare Summaries of Insurance, Premium & Loss Summaries and assist with preparation of Coverage Proposals at the direction of the Account Manager.

Maintain client accounts on agency management system (EPIC), document conversations with underwriters and/or insureds, properly attaches documents to EPIC, sends confirmations to insureds and adheres to all other automation procedures that are or become established.  Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items.  Responds to carrier requests for additional information in a timely manner. 

Participate in monthly team renewal meetings with Producer and Account Manager(s)

Participate in weekly team meetings with Producer and Account Manager(s)

Other Responsibilities:

Participate in seminars and other training for knowledge and skill development.

Provide backup in other areas as assigned by Account Managers, with Management approval.

Perform other duties and special projects at Management’s request.

Help develop efficiencies in automation and paper flow.

Keep Account Managers fully informed of important activities on all accounts and up-to-date regarding status of VIP accounts.

Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures.

Requirements:

High School diploma or equivalent required

2-20 or 4-40 Florida Insurance License required

Epic experience strongly preferred; or other agency management system accepted

Proven Commercial Property & Casualty Client Service experience required

Effective communication, both written and verbal

Ability to build positive relationships both internally and externallyGood listener, approachable, team playerMust be a self-starter.Intermediate proficiency with MS Office Suite including Word, Excel and Outlook

Benefits & Perks:

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option (2-20 required)

Opportunities for Growth

Parental Leave

Generous time away  

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com  or learn more here.

#LI-LR

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.