Acrisure · 3 hours ago
Associate Account Manager
Ontario, CA
Full-time
Onsite
New Grad, Entry Level
$24/hr - $34/hrAcrisure is a global fintech leader that empowers businesses and individuals with tailored solutions across various services. The Associate Account Manager will perform routine responsibilities as the primary contact for clients, supporting coverage strategy and applying insurance principles to everyday situations.
Financial ServicesInsuranceInsurTech
Responsibilities
Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
Issue Proofs of Insurance (Certificate, Evidence, Auto ID)
Respond to client inquiries, incoming mail, and company request needs on a timely basis
Request changes on behalf of client
Review new/renewal policies and endorsements to insure items were received as ordered
Process audits, cancellations, and other client-related documents
Maintain accuracy of client data in agency management system (EPIC)
Document all activities in agency management system (EPIC)
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
Complete other functions and assignments as assigned
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management
Qualification
Required
Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
Computer skills, specifically Microsoft Word, Outlook and Excel
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
High School diploma required
Preferred
Associate Degree or higher preferred
CPCU or special training course completion a plus
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA)
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