Assistant Account Manager

Reposted 3 Days Ago
Be an Early Applicant
Dallas, TX
In-Office
Entry level
Fintech • Software • Financial Services
The Role
The Assistant Account Manager provides support to Account Managers, handles client communications, prepares insurance documentation, and assists with various tasks to ensure effective client service.
Summary Generated by Built In

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 making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh. For more, visit www.Acrisure.com or learn more here.

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 [email protected].


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.

Top Skills

Agency Management System
Microsoft Office Suite
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Grand Rapids, Michigan
3,983 Employees

What We Do

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 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 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. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

Similar Jobs

Marsh McLennan Logo Marsh McLennan

Account Manager

Fintech • HR Tech • Insurance • Consulting
In-Office
Lubbock, TX, USA
78000 Employees
Hybrid
Murphy, TX, USA
213000 Employees
Hybrid
Houston, TX, USA
213000 Employees

Wells Fargo Logo Wells Fargo

Infrastructure Engineer

Fintech • Financial Services
Hybrid
2 Locations
213000 Employees

Similar Companies Hiring

PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account