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Account Manager

4 months ago

Tracy, United States Acrisure Full time

Job Description

Personal Lines Account Manager able to manage a book of business at an independent insurance agency. Proficient in agency management software, excellent communication skills, and familiar with comparative raters. Responsible for retaining current clients, writing new business that is referred to us, and customer service requests.

Essential Duties and Responsibilities:
Leading renewal process (obtaining quotes, creating proposals, preparing

Issuing auto ID cards & certificates of insurance etc.

Identifying opportunities to enhance coverages

Inside service including quoting and writing business for new and existing

accounts

Taking payments from customers/upload to appropriate company website

Handle and oversee account renewals, remarkets, endorsements, billing and

claims

Review accounts for current, accurate coverage and cross selling

Primary contact for clients

Maintaining account files & documentations

Preparing & submitting policy change requests

Marketing of Insurance Products

This description is not meant to be all-inclusive and may be modified from time to time at

the discretion of management.

Education/and or Experience:
High school diploma or the recognized equivalent, required

2+ year of related insurance P & C insurance experience, required

P &C insurance license

Intermediate knowledge of Microsoft Word, Excel, Outlook and EPIC

Other Qualifications:
Able to work independently and enjoy a high degree of interaction with team

members

Ability to learn & comprehend multiple carrier/underwriting guidelines

Ability to contribute to a collaborative environment by consistently

demonstrating teamwork, high motivation, positive behavior and effort to achieve

goals and objectives

Self-motivated and driven

Maintain a sense of urgency and ability to work with and meet deadlines

Demonstrates excellent time management and prioritization skills

The ability to multitask, prioritize, work independently, and use discretion

surrounding sensitive information
- This position is a hybrid role (2-3 days in the office). Locations considered would be Tracy, Ontario or Los Alamitos.

LI-Hybrid

Pay Details:
Annual Salary: $45,000 - $54,000

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


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.