Acrisure · 4 months ago
Personal Lines Account Associate
LEE, MA
Full-time
Hybrid
New Grad, Entry Level
$55K/yr - $60K/yrAcrisure is a global fintech leader that empowers businesses and individuals with tailored solutions. They are seeking a Personal Lines Account Associate to provide service on assigned tasks, including account transactions, client inquiries, and claims support.
Financial ServicesInsuranceInsurTech
Responsibilities
Perform daily service on assigned task 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
Supports and informs coverage plans as necessary
Insurance marketing and sales
Collect renewal data on assigned accounts
Claims support
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 agency departments in securing and/or providing information necessary to issue appropriate polices 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
Required
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
Strong organizational skills- ability to prioritize and be proactive
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
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
Preferred
EPIC experience a plus
Benefits
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
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
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase