Associate Account Representative Jobs in California

About Acrisure:

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. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Learning the meaning of the principles of insurance and applies to everyday situations. Individual contributor representing a step toward positions of more autonomy in account management; works under direct supervision. Performs more routine responsibilities and are primary points of contact for the clients they oversee. Supports and informs coverage strategy and plan. Work with simpler or less demanding clients. Required to have the necessary insurance license(s).

Responsibilities

• Assist Account Managers and Associate Account Managers
• Provide courteous and prompt customer service to clients as assigned and requested.
• Maintain a familiarity of all aspects and insurance services.
• Provide clients and prospective clients with an overview of available services.
• Support Account Managers/Associate Account Managers in all functions as directed by the Account Managers and approved by the management team.
• Assist with completing requests for Certificates of Insurance and Evidences of Property, completing the requests in office when a rush request is received.
• Complete Policy Changes using EPIC and carrier websites when applicable.
• Prepare documents and other correspondence as requested by delegating authorities Issue Auto ID Cards, binders, and other relevant proofs of insurance.
• Work with the client and carrier to review/identify and resolve billing/invoicing questions and problems. Notify the Account Manager as needed.
• Send request to Patra to request loss runs and complete loss summaries Complete pre-renewal packets per template and submit to Account Manager for review.
• Complete proposals per template and submit to Account Manager for review.
• Complete and update applications when required.
• Send requests to Patra to review insurance policies and endorsements for accuracy and follow up for their reports.
• Review Policy Checking reports received from Patra and notify Account Managers/Associate Account Managers of any discrepancies.
• Review audits for accuracy and complete audit summaries
• Invoice all premium-bearing endorsements.
• Communicate with underwriters and other insurance carrier personnel on all issues related to clients and prospects, referring to the Associate Account Manager/Account Manager and/or Producer only when necessary.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the Associate Account Manager/Account Manager and/or Producer only when necessary.
• Maintain activities system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items, referring to the Associate Account Manager/Account Manager and/or Producer only when necessary.
• Maintain Agency Management and shared drive files in an orderly, up-to-date manner.
• Develop an excellent knowledge of all partner carrier and vendor websites and their functions.
• Be familiar with and follow agency E&O and Workflow and Procedure guidelines.
• Perform projects at management's request.
• Provide back up for office administration tasks and reception.
• Provide training to co-workers when required.
• Immediately report all malfunctions of systems software to the systems manager.

Qualifications

• Effective communication, both written and verbal
• Ability to build positive relationships both internally and externally
• Good listener, approachable, team player
• Must be a self-starter.
• Intermediate proficiency with MS Office Suite
• HS Diploma

Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• ... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.