Assistant Account Manager

Posted:
8/26/2024, 5:08:53 AM

Location(s):
Latham, New York, United States ⋅ New York, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Job Description

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 Assistant Account Manager - Commercial Lines will be responsible for policy maintenance and service of client accounts.  This position will be expected to provide prompt, accurate, and courteous support service to clients and coworkers.

 

Responsibilities:

  • Check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines

  • Manage the change request and endorsement process according to agency guidelines

  • As secondary contact, receive, review and document client and insurer correspondence (phone, email, mail, fax, etc.) in agency management system, according to agency guidelines

  • Review follow up list on a daily basis and take appropriate action

  • Prepare Certificates of Insurance

  • Act as primary back-up for Associate Account Manager, handling immediate service needs as capable

  • Prepare evidence and proofs of coverage and forward to appropriate parties

  • Prepare loss summaries

  • Prepare applications for re marketing and quote with different carriers

 

Qualifications:       

  • HS diploma or equivalent

  • Must possess and maintain active P&C License, or be willing to within 90 days of hire

  • Demonstrated strong PC skills including Word, Excel, and Outlook knowledge

  • Experience with Applied Epic or another agency management software preferred

#LI-JP1

#LI-Hybrid

Pay Details:

Annual Salary: $50,000 - $55,000

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 www.Acrisure.com/privacy/caapplicant.


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.