Assistant Commercial Insurance Account Manager (West Platform)

Job Description

About Acrisure:

Acrisure is a Fintech leader empowering businesses and consumers alike with unmatched financial solutions. The Company is headquartered in Grand Rapids, Michigan, and employs over 15,000 colleagues in 21 countries. It is distinguished by its dynamic culture, fast paced environment and determination to drive innovation at all levels of the business. Under the leadership of Co-founder, Chairman and CEO Greg Williams, Acrisure has grown from $38 million to more than $4 billion in revenue in just under ten years.

Acrisure connects clients to financial solutions through the best of humans and an AI platform. Acrisure’s products include Insurance, Reinsurance, Cyber Services, Mortgage Origination and more to over 1.3 million clients around the world. We combine years of experience with leading-edge products to provide exceptional service and value to our customers. We attribute the tremendous success to our top-notch people, consultative approach, use of advanced technology, our excellent clients and strong insurance carrier partners.

Additionally, Acrisure is committed to social issues such as children’s health and DEI in financial services. Acrisure formed Evolution Advisors, a joint venture focused on providing access to financial services to minority-owned enterprises.

Job Summary:

Work remote from anywhere in California! The Assistant Account Manager (AAM) works closely with producers and account managers to handle day-to-day client relationships. The AAM assists with client insurance programs, including endorsements, certificates, auto ID cards, and checking and binding policies.

Responsibilities:

• Non-pay cancellations/reinstatements - Once notified by accounting, follow up with carrier and or insured for payment, update notes on activity with status information, When payment received close activity, notify Account Execuitive if payment is not received.

• Pre-renewal – Create pre-renewal worksheets, loss summaries, building valuations, look up workers compensation exp mode, req CPAP application.

• Renewal - Issue ID Cards, rate policies as requested by AM via carrier website, or contact underwriter.

• Policy checking - Review renewing policy against binding notes/quotes/proposal to ensure accuracy of coverage limits, name insured, etc., notify carrier via email for changes/discrepancies to update policy, update APOL, or RPOL activity with notes once policy checking is complete, and send final policy to insured.

• Audits - Ensure accuracy of premium, class code, payroll, etc., notify AE of large audit premium increases, order audit worksheet from carrier if needed, notify carrier of inaccuracies/changes if applicable, follow up through conclusion.

• Alerts/mail – Download documents from company websites, access mail folder, review documents for processing, attach documents to EPIC client file, add activity (APOL or RPOL), process changes, update billing screens, follow up with carriers if needed, notify clients as required, update activity.

• Perform other job duties as requested by Account Manager/Account Executive. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• Possess a minimum of 1 year of experience working with B2B insurance clientele

• Effective time management abilities

• Clear communication skills via email and telephone

• Attention to detail

• Proficient computer skills including Word, Excel, and Outlook.

• EPIC experience a plus.

• Willing to obtain California P&C license

Education/Experience:

• High School Diploma or recognized equivalent is required

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Educational Resources

• Generous time away

#LI-KS1

#LI-Remote

Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without 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 at www.Acrisure.com/privacy/caapplicant.

Acrisure 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.