Trade Risk Group · 1 day ago
Associate Account Manager
Wayne, PA
Full-time
Hybrid
New Grad, Entry LevelAcrisure Trade Credit is a fast-growing fintech leader that operates a global insurance broker. The Associate Account Manager will perform routine responsibilities as the primary point of contact for clients, supporting coverage strategies and applying insurance principles to everyday situations.
CreditFinancial ServicesInsurance
Responsibilities
Perform daily service on assigned task 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 insure 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
Required
Active Property & Casualty Producer 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
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
Applied Systems / EPIC experience a plus
High School diploma required
Preferred
Associate Degree or higher preferred
CPCU or special training course completion a plus
Benefits
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Company
Trade Risk Group
Trade Risk Group is a credit insurance and trade credit insurance company.
Founded in 1999
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gene Ferraiolo
Partner
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