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Acrisure · 6 hours ago

Commercial Lines Associate Account Manager

Mahwah, NJ

Full-time

Onsite

New Grad, Entry Level

$25/hr - $30/hr

Acrisure is a global fintech leader that empowers businesses and individuals with tailored solutions. They are seeking a Commercial Lines Associate Account Manager to serve as a primary contact for clients, performing routine responsibilities under supervision and supporting coverage strategy and insurance principles.

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:

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 ensure 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

Property & Casualty LicenseApplied Systems / EPICMicrosoft WordMicrosoft ExcelMathematical SkillsReasoning SkillsInsurance MarketingOrganizational SkillsCommunication SkillsInterpersonal Skills

Required

Active Property & Casualty 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

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages

Reasoning Skills: 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

High School diploma required