Insurance Account Manager

4 days ago


Ontario, California, United States ACRISURE Full time

About the Role:

We are seeking a highly organized and detail-oriented Insurance Account Manager to join our team at Acrisure. As an Insurance Account Manager, you will provide exceptional support to our Personal Lines Account Executives and Producers on assigned accounts.

Key Responsibilities:

  • Perform daily service on assigned tasks by Producers and/or Account Executives, adhering to our agency's written procedures, including account transactions, client inquiries, and correspondence.
  • Assist in securing and/or providing information necessary to issue appropriate policies in other agency departments.
  • Keep Producers informed of all important activities on their accounts, including potential problems and informing management.
  • Stay up-to-date with industry trends through educational seminars and classes to improve insurance/sales skills and license compliance.
  • Maintain knowledge of current underwriting requirements and policy provisions.

Requirements:

  • Active Property & Casualty License or ability to obtain one within 60 days of hire date.
  • Strong organizational skills, ability to discern priority and initiative.
  • Computer skills, specifically Microsoft Word, Outlook, and Excel.
  • Excellent verbal and written communication skills, as well as strong interpersonal skills.

Benefits & Perks:

  • Competitive Compensation
  • Industry Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Hybrid work option
  • Opportunities for Growth
  • Parental Leave
  • Generous time away

About Acrisure:

Acrisure is a fast-growing fintech leader that operates a global insurance broker. We provide a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines, and employee benefits insurance.



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