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Acrisure · 2 months ago

Assistant Account Manager

3933 Elm St - DALLAS, TX

Full-time

Hybrid

New Grad, Entry Level

Acrisure is a global Fintech leader that offers a variety of financial products and services. The Assistant Account Manager will provide support to Sr. Account Manager teams by assisting with client services, document preparation, and policy management.

Financial ServicesInsuranceInsurTech

Responsibilities

Answer the telephone in a friendly and helpful manner

Prepare Evidence of Property and Certificate of Liability Insurance forms for clients and mortgage holders

Prepare Letters of Recommendations and Proposals

Create new or renewal policies in Agency Management System

Assist with compilation of renewal submission information including Loss Run Requests, Proposal & In Process Invoice Prep, Portal Quoting and Flood Zone Determinations

Prepare finance agreements as needed

Check Policies for Coverage Accuracy and Deliver to Clients once Accuracy Confirmed

Assist clients as needed with Acct Manager instruction

Assist Producers as needed with Acct Manager instruction

Support Account Manager with all tasks required or requested

Qualification

Multi-taskingCommunication skillsOrganizational skillsProblem solvingFlexibility

Required

Superior communication and organizational skills

Self-starter and have problem solving capabilities

Ability to Multi-Task

Ability to be Flexible

Preferred

Bachelor's degree preferred, but Associate degree will be considered

Benefits

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Parental Leave

Generous time away

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.