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Acrisure · 1 day ago

Associate Account Manager

Ontario, CA

Full-time

Onsite

Entry, Mid Level

$60K/yr - $70K/yr

5+ years exp

Acrisure is a global Fintech leader that offers a variety of financial products and services to businesses and individual clients. The Associate Account Manager role supports Account Managers and Executives by providing service to assigned clients, managing account renewals, and ensuring accurate information processing.

Financial ServicesInsuranceInsurTech

Responsibilities

Develop a rapport with main day-to-day contacts to create and assurance with the client

Collaborate with client executives and organizational leaders to identify opportunities to provide additional consultation services, additional engagement points, etc

Develop an understanding of client’s overall operation & business goals, and assist team in helping track such goals

Provide a high level of service to assigned clients, including prompt and through responses

Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials

Oversee and manage the policy checking and delivery process to insured as directed by the team

Process rating and endorsements on insurance carrier’s websites

Request loss runs from insurance carriers or pull directly from websites

Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc

Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery

Review policies, audits and endorsements for accuracy; report errors to insurance companies for correction

Interface with Account Managers and others to obtain and deliver information, quotations, policy changes, etc. as necessary

Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate

Process agency invoicing and assist to resolve billing discrepancies for assigned accounts

Apply project management skills to assist team with projects on an as-needed basis

Prioritize workload and/or request for assistance as required

Maintain accurate and updated suspense file in agency management system

Keep team members fully informed of important activities on their accounts including being sensitive to potential problems

Send appropriate instructions to Resource Pro - policy checking, ordering loss runs, completing loss summary or special project

Qualification

Customer serviceP&C insurance knowledgeProject managementMS Office proficiencyAnalytical skillsRelationship skillsBroker/agent experienceCommercial Lines experiencePropertyCasualty licenseCommunication skillsTeamworkFlexibilityPresentation skillsAttention to detail