- 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 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.
- Insurance marketing.
- 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)
- Document all activities in agency management system (Applied Systems)
- 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.
- Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
- Strong organizational skills- ability to discern priority and initiative.
- 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.
- EPIC experience a plus.
- High School diploma required, Associate Degree or higher preferred
- CPCU or special training course completion a plus.
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
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Associate Account Manager - Boulder, United States - Acrisure LLC
Description
Job DescriptionJob Title:
Associate Account Manager - Personal Lines
Location:
Boulder, CO - Hybrid or Remote depending on location
About Us:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.
We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years.
innovation, client centricity and an indomitable will to win.
Our office in Colorado is an Personal Lines insurance agency that has been in business since 1988. We handle main street commercial accounts, and we specialize in the construction industry for insurance and bonding.
Job Summary:
Provide support to Personal Lines Account Executives and Producers on assigned accounts.
Responsibilities:
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements:
Education/Experience:
Benefits & Perks:
Salary:
$ $28.21/hr
#LI-MD1
Hybrid:
#LI-Hybrid
Remote:
#LI-Remote
Acrisure is committed to making an impact in our communities by giving back, with millions committed to children's health with Helen Devos Children's Hospital and UPMC Children's Hospital of Pittsburgh.
Pay Details:
Hourly:
$26 - $28
Acrisure is committed to employing a diverse workforce.
All applicants will be considered foremploymentwithout attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available atAcrisure is equally committed to supporting social issues.
In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises.
In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.
To Executive Search Firms &Staffing Agencies:
Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
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