Apply on Employer Site

Acrisure · 2 hours ago

Account Manager

Oregon, United States

Full-time

Onsite

Entry, Mid Level

$50K/yr - $70K/yr

2+ years exp

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Account Manager role involves performing routine responsibilities as the primary point of contact for clients, managing service accounts, and developing coverage strategies.

Financial ServicesInsuranceInsurTech

Responsibilities

Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:

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

Insurance marketing and sales

Collect renewal data on assigned accounts

Claims support

Develops coverage strategies and plans as necessary

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)

Understand and utilize upload, download and interface technology

Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client

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 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

Qualification

Active Property & Casualty LicenseApplied Systems / EPICCommercial lines experienceMathematical skillsInsurance principles knowledgeReasoning skillsComputer skillsOrganizational skillsCommunication skills

Required

Active Property & Casualty License Required

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

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

Knows and applies principles of insurance to everyday situations

High School diploma required

Minimum of 2 years of experience in commercial lines

Preferred

Associate Degree or higher preferred

Applied Systems / EPIC experience a plus

CPCU or special training course completion a plus

Benefits

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Opportunities for Growth

Parental Leave

Generous time away

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.