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Acrisure · 2 hours ago

Account Manager

Garden City, NY

Full-time

Hybrid

Mid Level

$75K/yr - $85K/yr

Acrisure is a global Fintech leader that provides various financial products and services to clients. The Account Manager position involves servicing commercial accounts, ensuring client retention, and performing various tasks related to policy management and customer service.

Financial ServicesInsuranceInsurTech

Responsibilities

Interact with clients to address all servicing needs

Processing of policies, endorsements, and audits

Enter policy data into our client management system

Order loss runs for re‐marketing accounts

Become proficient in carrier web‐sites for quoting when re-marketing an account or adding additional lines of coverage

Keep your desk and files organized at all times

Perform superior customer service at all times

Properly utilize the agency management system (Epic) to keep track of all pending items

Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc

Expedite certificates of insurance if CSR team is short staffed and client needs immediately

Run MVR’s and update driver lists when required

Prepare renewal rating quotes, based applications

Prepare proposals

Process and issue binders

Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Qualification

Client managementInsurance knowledgeAgency management systemCustomer serviceCommunication skills

Required

Interact with clients to address all servicing needs

Processing of policies, endorsements, and audits

Enter policy data into our client management system

Order loss runs for re‐marketing accounts

Become proficient in carrier web‐sites for quoting when re-marketing an account or adding additional lines of coverage

Keep your desk and files organized at all times

Perform superior customer service at all times

Properly utilize the agency management system (Epic) to keep track of all pending items

Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc

Expedite certificates of insurance if CSR team is short staffed and client needs immediately

Run MVR's and update driver lists when required

Prepare renewal rating quotes, based applications

Prepare proposals

Process and issue binders

Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership

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.