Account Manager role at Acrisure focuses on client support and insurance services. Engaging in insurance marketing, claims support, and maintaining client data accuracy.
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives
Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
Respond to client inquiries, incoming mail, and company request needs on a timely basis
Supports and informs coverage plans as necessary
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 in their department for which we have a mutual client
Keep 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 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 including back-up duties.
Requirements
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
Strong organizational skills- ability to prioritize and be proactive
Computer skills, specifically Microsoft Word, Outlook and Excel
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
Applied Systems / EPIC experience a plus
High School diploma required, Associate Degree or higher preferred
CPCU or special training course completion a plus.
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