Insurance Account Manager
4 weeks ago
Acrisure is a fast-growing fintech leader that operates a global insurance broker. We are seeking a skilled Insurance Account Manager to join our team.
The ideal candidate will have excellent communication and organizational skills, with the ability to work independently and as part of a team. Key responsibilities include:
- Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
- Insurance marketing and sales.
- Collect renewal data on assigned accounts.
- Claims support.
- Review new/renewal policies and endorsements to insure items were 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)
- Keeping 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/sales skills and license compliance.
- Maintain knowledge of policy provisions and any changes in these provisions
Computer skills, specifically Microsoft Word, Outlook and Excel are required. Applied Systems / EPIC experience is a plus. CPCU or special training course completion is also a plus.
Acrisure is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment and promoting diversity, equity, and inclusion in all aspects of our business.
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