magnifier icon

Associate Account Manager

Acrisure

Acrisure

Insurance

San Diego, CA - USA

Senior Specialist / Project Manager

Experteer Overview

In this role you support Account Managers by delivering courteous client service and maintaining knowledge of insurance services. You act as a primary contact for simpler clients, help inform coverage strategy, and handle routine tasks to keep client workflows smooth. You engage with insurers, complete policy-related documents, and resolve billing or invoicing questions under supervision. This is a hands-on position with opportunities to grow toward greater autonomy in account management within a collaborative, cross-functional environment.

Compensation / Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life and disability insurance
  • 401(k) with immediate vesting
  • HSA and FSA options
  • Paid time off and holidays
  • Family leave and pet insurance

Responsibilities

  • Assist Account Managers and Associate Account Managers
  • Provide prompt customer service to clients
  • Prepare and update insurance documents and correspondence
  • Process certificates, proofs of insurance, and auto ID cards
  • Handle policy changes via EPIC and carrier sites
  • Review billing, loss runs, and loss summaries with carriers
  • Complete pre-renewal packets and proposals for review
  • Update applications, endorsements, and policy checks
  • Coordinate with Patra for policy reviews and audits
  • Invoice premium-bearing endorsements
  • Communicate with underwriters and carrier personnel as needed
  • Maintain and organize agency files and workflows
  • Support training and provide back-up administrative tasks
  • Report system malfunctions to the systems manager
  • Develop knowledge of partner carrier/vendor websites
  • Follow agency E&O and workflow guidelines
  • Perform projects at management’s request
  • Attend to client inquiries regarding insurance, claims, or admin issues

Key requirements

  • Effective written and verbal communication
  • Ability to build positive internal and external relationships
  • Good listening and team-player mindset
  • Self-starter attitude
  • Intermediate MS Office proficiency
  • HS Diploma

Description

In this role you support Account Managers by delivering courteous client service and maintaining knowledge of insurance services. You act as…
For members onlyMobile Experteer Ad

Take your next career step

  • 1M+ top positions worldwide with salary benchmarks

  • Be discreetly found and contacted by headhunters

  • Exclusively for senior-level professionals and executives

Already a member?