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Account Manager

Summary:  Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine.  We have over 200 locations across the US and continue to grow every month.  To fuel that growth we have another exciting opportunity as an Account Manager with Ahern Insurance Brokerage, an Acrisure Agency Partner.  The successful candidate will be responsible for implementing the required clerical and processing functions of a book of business, to generate accurate and timely work product in assisting the producer in the maintenance of files in all phases of activity.

Essential Duties and Responsibilities:

  • Update and maintain renewal lists and send renewal letters as requested
  • Communicate with both carriers and clients in a timely and professional manner
  • Review policies, endorsements, audits and other policy documents for accuracy
  • Process binders, certificates of insurance and all other policy information updates
  • Organize and prioritize workflow

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:                                          

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • High School Diploma or the recognized equivalent is required
  • Must possess a current CA Property & Casualty Insurance License (Must continue to meet Continuing Education requirements for license renewal)
  • Minimum 3+ years of progressively responsible insurance experience

Computer Skills:

  • Proficiency in MS Word, Excel, Outlook, Internet, Adobe Acrobat, and Customer Database Programs (Applied/TAM experience is helpful)

Other Qualifications:

  • Ability to perform typing duties with verbal and/or written direction; Strong multi-tasking, organizational, communication & grammatical skills
  • Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints
  • Must be able to work as a team member to achieve department goals and overall company goals
  • Excellent customer service skills, including telephone and listening skills
  • A positive outlook and desire to learn and grow with us

Physical Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and employee conflict resolution
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done in a temperature-controlled, non-smoking office
  • Work stations are cubicles with moderately high sides
  • The noise level in the work environment is usually moderate
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