Acrisure · 2 hours ago
Associate Account Manager
San Jose, CA
Full-time
Onsite
New Grad, Entry Level
$24/hr - $34/hrAcrisure is a global fintech leader that provides innovative solutions across various sectors. The Associate Account Manager will assist Commercial Account Managers with service requests and renewals, ensuring efficient processing and client support.
Financial ServicesInsuranceInsurTech
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
Required
Minimum of a High School Diploma
Valid California Property/Casualty license
PC Computer (including strong typing skills)
EPIC Agency Management System (required)
Microsoft Word, Outlook, including Quick Parts, Excel
Microsoft Internet Explorer/Chrome/Firefox
Preferred
Company Online Rating/Service Sites (helpful but not required)
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off
Holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
Founded in 2005
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Company data provided by crunchbase