Associate Account Manager
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…
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?

