Insurance Account Manager
4 weeks ago
Job Title: Insurance Account Manager
About Us:
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Our company provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.
Job Summary:
As an Insurance Account Manager, you will be responsible for performing daily service on assigned tasks, including account transactions, client inquiries, and insurance marketing and sales. You will also assist other agency departments in securing and/or providing information necessary to issue appropriate policies.
Responsibilities:
- Perform daily service on assigned tasks by Producers and/or Account Executives with the agency's written procedures.
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Insurance marketing and sales.
- Collect renewal data on assigned accounts.
- Claims support.
- Review new/renewal policies and endorsements to ensure 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).
- Understand and utilize upload, download and interface technology.
- Assist other agency departments in securing and/or providing information necessary to issue appropriate policies.
- Keep Producers informed of all important activities on their accounts.
- Keep current with industry trends.
- 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 assigned.
Requirements:
- Strong organizational skills.
- 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.
- Reasoning Skills: Ability to solve practical problems.
- Applied Systems / EPIC experience a plus.
Education/Experience:
- High School diploma required, Associate Degree or higher preferred.
- Active Property & Casualty License.
- CPCU or special training course completion a plus.
Benefits & Perks:
- Competitive Compensation.
- Industry Leading Healthcare.
- Savings and Investments.
- Charitable Giving Programs.
- Opportunities for Growth.
- Parental Leave.
- Generous time away.
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