Associate Account Manager

Job Title

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Essential Duties and Responsibilities:

• Assist our Commercial Account Managers with various service requests, for example, taking customer service calls, emails, etc. to obtain information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.
• Assist our Commercial Account Managers with their renewals by obtaining renewal requirements from the carrier/broker, obtaining renewal updates/apps from the insured (using Indio), creating draft renewal presentations, obtaining finance agreements, creating dummy invoices, entering WC submissions online with carriers for marketing (when needed), and creating draft renewal emails for the AM to send to the insured.
• Policy checking of WC policies (using EPIC policy check feature)
• Issue certificates/EPIs through EPIC and CSR24 as needed
• Obtain quotes for limit increases, AI forms, etc. when needed for certificates
• Claims-enter in EPIC, submit to the carrier, follow up/document file & set to AM per instructions

Competencies:

• Active Listening
• Professional correspondence
• Speaking and Group Presentation
• Appropriate Communication
• Writing
• Critical Thinking
• Time Management
• Prompt response to all email and voicemail correspondence
• Document EPIC using clear, concise wording/notes

Education and/or Experience:

• Minimum of a High School Diploma
• Valid California Property/Casualty license

Technology Skills:

• PC Computer (including strong typing skills)
• EPIC Agency Management System (required)
• Microsoft Word, Outlook, including Quick Parts, Excel
• Microsoft Internet Explorer/Chrome/Firefox
• Company Online Rating/Service Sites (helpful but not required)

Other Qualifications:

• Honest & ethical behavior is important
• Persistence in the face of obstacles
• Cooperation
• Self-control
• Dependability
• Initiative
• Stress Tolerance
• Achievement/Effort
• Independence

Pay Details:

The base compensation range for this position is $25 - $32. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness
• Mental Wellness
• Financial Wellness
• Family Care

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting View email address on click.appcast.io.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.