Acrisure · 5 hours ago

Associate Account Manager

Los Angeles, CA

Full-time

Remote

Entry Level

$66K/yr - $75K/yr

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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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

EPIC Agency Management SystemProperty/Casualty licenseDocument EPICMicrosoft WordMicrosoft OutlookMicrosoft ExcelPC Computer skillsProfessional correspondenceSpeakingEmail correspondenceCompany Online Rating SitesGroup PresentationAppropriate Communication

Required

Minimum of a High School Diploma

Valid California Property/Casualty license

Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)

Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information

Speaking (conveying information clearly and effectively) and Group Presentation

Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations

Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar and punctuation is important)

Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)

Time Management (managing one's own time and respecting the time of others)

Prompt response to all email and voicemail correspondence

Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.

PC Computer (including strong typing skills)

Microsoft Word, Outlook, including Quick Parts, Excel

Microsoft Internet Explorer/Chrome/Firefox