Account Manager jobs in United States
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Acrisure · 17 hours ago

Account Manager

Acrisure is a global Fintech leader that combines technology with human expertise to provide financial products and services. They are seeking an Account Manager to interact with clients, process policies, and ensure superior customer service while managing various administrative tasks.

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

Commercial insurance knowledgeP&C Broker/Agent licenseClient management systemInsurance softwareCommunication skills

Required

Commercial insurance knowledge with 5+ years' industry experience and/or demonstrated ability to successfully handle complexities of job, required
Excellent business skills, required
High school diploma or the recognized equivalent, required
P&C Broker/Agent license, required
Computer skills necessary to perform the essential functions of the job (i.e., spreadsheets, database, word processing and insurance software), required
Strong communication skills, ability to communicate in a professional manner
Participate in monitoring adherence to professional standards and procedures
Someone who organizes, manages and assumes the risk of a business or enterprise, taking pride of ownership in his/her work
Creative and resourceful; ability to evaluate and provide direction to deal with problems
Ability to work in a team environment

Company

Acrisure

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Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.

Funding

Current Stage
Late Stage
Total Funding
$11.37B
Key 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

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Greg Williams
Co-Founder, Chairman & CEO
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Mark Wassersug
Chief Technology Officer
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Company data provided by crunchbase