Acrisure LLC
Assistant Account Manager (Mid-Atlantic Platform)
LOCATION
Global, with over 21 countries of operation.
QUALIFICATIONS
Excellent communication skills, ability to take direction and learn, knowledge of MS Office (Word, PowerPoint, Outlook, Excel), strong organizational skills, insurance license in property & casualty (or willingness to obtain), experience with EPIC agency management system is a plus, and a four-year college degree or equivalent experience in insurance, business, or a related field preferred.
RESPONSIBILITIES
Support Account Managers in servicing customer accounts, manage policy checking and renewal processes, input and update customer data in EPIC, prepare customer correspondence, process agency invoicing, prioritize workload, and provide backup support to team members as needed.
INDUSTRY
Financial Technology (Fintech), specifically focusing on insurance and related services.
SHORT DESCRIPTION
The Assistant Account Manager supports Account Managers and executives in servicing agency clients, focusing on data processing, account maintenance, and customer service to ensure high-quality service on existing and renewed accounts.
The Assistant Account Manager provides support to Account Managers and Account Executives and service to agency clients. The Assistant Account Manager is responsible for support service on all existing and renewed accounts including processing of information, responding to requests, data input, reviewing and preparation activities of data.
- Assist Account Manager in servicing customer accounts including rating as well as quoting new and renewal risks on-line when needed.
- Manage and oversee RSP procedures on accounts, including policy checking, loss runs and summaries for renewal, certificates, cancellations, etc.
- Input and update customer and policy information in EPIC in real time.
- Maintain accurate and updated suspense file in EPIC.
- Review audits and prepare correspondence to insureds regarding the audit.
- Set up renewal surveys and assist team in renewal process.
- Oversee and manage the policy checking and delivery process to insured as directed by the team.
- Contact insurance carriers on an as needed basis for endorsement follow up and miscellaneous info.
- Request and process endorsements as needed, including correspondence to insured.
- Request loss runs from insurance carriers or from their websites outside of renewal cycle or when RSP cannot obtain.
- Prepare customer correspondence including proposal shells, schedule of insurance, certificates of insurance, ID cards, cancellations, etc.
- Interface with Account Managers and others to obtain and deliver information, quotations, policy changes, etc. as necessary
- Process agency invoicing and assist to resolve billing discrepancies for assigned accounts.
- Assist Account Executive and Team Leader on an as needed basis.
- Prioritize workload with ability to handle multiple tasks.
- Know when to request assistance as needed from other team members.
- Demonstrate flexibility and adaptability for changing priorities and deadlines.
- Keep team members fully informed of important activities on their accounts including being sensitive to potential problems.
- Provide back up to team members when they are out of the office.
- Excellent communication skills.
- Able to take direction and learn from others.
- Knowledge of MS Office – Word, PowerPoint, Outlook, Excel
- Strong organizational skills with attention to detail
- Hold insurance license in property & casualty insurance or be willing to obtain within 2 months
- Experience with EPIC agency management system is a plus.
- Four year college degree or equivalent on the job experience within insurance, business or related industry preferred.
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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