Assistant Account Manager

Job Title: Assistant Account Manager

Department: Servicing

Location: Dallas, Texas

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:

Provides staff and clients with a broad range of services (eFiling, word processing, spreadsheet creation and other document creation) to support Sr. Account Manager teams. Performs duties in the Back-Up Receptionist queue and other duties as needed to meet the Agency’s goals and objectives.

Responsibilities:

· Answer the telephone in a friendly and helpful manner

● Prepare Evidence of Property and Certificate of Liability Insurance forms for clients and mortgage holders

● Prepare Letters of Recommendations and Proposals

● Create new or renewal policies in Agency Management System

● Assist with compilation of renewal submission information including Loss Run Requests, Proposal & In Process Invoice Prep, Portal Quoting and Flood Zone Determinations

● Prepare finance agreements as needed

● Check Policies for Coverage Accuracy and Deliver to Clients once Accuracy Confirmed

● Assist clients as needed with Acct Manager instruction

● Assist Producers as needed with Acct Manager instruction

● Support Account Manager with all tasks required or requested

Requirements:

· Superior communication and organizational skills

· Self-starter and have problem solving capabilities

· Ability to Multi-Task

· Ability to be Flexible

Education/Experience:

● Minimum College Degree, prefer Bachelor’s but Associate will be considered

Physical Demands

· Prolonged periods of sitting at a desk and working on a computer.

Benefits & Perks:

● Competitive Compensation

● Industry Leading Healthcare

● Savings and Investments

● Charitable Giving Programs

● Offering hybrid work option

● Opportunities for Growth

● Parental Leave

● Generous time away

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.
 

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.