Associate Account Manager

📌 Core Information

🔹 Job Title: Associate Account Manager

🔹 Company: Acrisure

🔹 Location: United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: April 1, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Serving as the primary point of contact for assigned clients
• Supporting and informing insurance coverage strategy and plans
• Handling routine client service responsibilities and administrative tasks
• Applying principles of insurance to everyday situations

ASSUMPTION: This position is geared towards individuals with entry-level experience in insurance account management, suitable for those looking to develop comprehensive client management skills under supervision.

📋 Key Responsibilities

✅ Perform daily service tasks as assigned by Producers and Account Executives

✅ Service accounts, including transactions like quotes, proposals, endorsements, and claims

✅ Maintain accurate client data in the agency management system (e.g., Applied Systems / EPIC)

✅ Respond to client inquiries and manage correspondence efficiently

✅ Review and ensure accuracy of policies and endorsements

✅ Support insurance marketing and sales efforts

✅ Collect renewal data and assist with claims support

✅ Participate in educational seminars to stay current with industry trends

ASSUMPTION: It is assumed that candidates are expected to be proactive in managing a variety of tasks to ensure efficient client service and data management across multiple accounts.

🎯 Required Qualifications

Education: High School diploma required; Associate Degree or higher preferred

Experience: Relevant exposure to insurance account management roles preferred

Required Skills:

• Strong organizational and communication skills
• Proficiency in Microsoft Word, Outlook, and Excel
• Mathematical and reasoning skills for problem-solving and data interpretation

Preferred Skills:

• Experience with Applied Systems / EPIC
• Completion of CPCU or similar special training courses

ASSUMPTION: The role requires basic insurance knowledge and client management skills, with opportunities to enhance technical expertise in insurance software systems.

💰 Compensation & Benefits

Salary Range: $60,000 - $75,000 annually

Benefits:

• Industry-leading healthcare options
• Savings and investment programs
• Opportunities for growth and parental leave benefits

Working Hours: 40-hour work week with potential hybrid work setup

ASSUMPTION: The compensation is competitive within the account management sector and supplemented by comprehensive benefits to promote work-life balance and career development.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, focusing on innovative insurance and financial solutions

Company Size: Over 10,001 employees, indicating a large-scale operation with diverse opportunities

Founded: Not specified; however, rapid growth highlights robust company expansion in recent years

Company Description:

• Fast-growing fintech and global insurance broker
• Emphasis on AI-enabled solutions for clients
• Strong community engagement, particularly in children's health initiatives

Company Specialties:

• Commercial Property and Casualty
• Cyber Security
• Human Resource Outsourcing

Company Website: http://acrisure.com

ASSUMPTION: Acrisure's significant market presence and focus on AI-driven solutions provide employees with cutting-edge technology experiences and community involvement opportunities.

📊 Role Analysis

Career Level: Entry-level to early-career professionals in account management

Reporting Structure: Reports to senior staff, such as Producers and Account Executives

Work Arrangement: Primarily on-site with potential for some remote/hybrid flexibility

Growth Opportunities:

• Improvement of technical insurance skills
• Possible upward mobility to Account Executive
• Cross-departmental collaboration experiencing multiple facets of insurance and financial services

ASSUMPTION: The role offers significant learning and growth potential within a supportive and innovative company culture.

🌍 Location & Work Environment

Office Type: Professional on-site working environment

Office Location(s): Grand Rapids, Michigan, US

Geographic Context:

• Located in a central business hub with access to Metro Detroit's financial resources
• Part of a close-knit community known for innovative business environments
• A resourceful cultural and educational environment in Michigan

Work Schedule: Standard business hours with occasional flexibility based on project needs

ASSUMPTION: The location offers the benefits of urban professional life while promoting community engagement and convenience for local employees.

💼 Interview & Application Insights

Typical Process:

• Application submission via company website or direct link
• Pre-screening call with HR or recruiter
• In-person or virtual interviews with department head and team members

Key Assessment Areas:

• Problem-solving capabilities
• Communication and interpersonal skills
• Technical proficiency with insurance tools

Application Tips:

• Highlight experience with insurance management systems
• Showcase instances of proactive client service and problem-solving
• Demonstrate eagerness to learn and grow in a fast-paced environment

ATS Keywords: Account management, insurance, client service, EPIC, problem-solving skills

ASSUMPTION: The interview process will evaluate both technical capabilities and cultural fit within Acrisure's dynamic and expansive team environment.

🛠️ Tools & Technologies

• Applied Systems / EPIC for client data management
• Microsoft Office Suite for documentation and communication
• AI-driven tools for strategic insurance applications

ASSUMPTION: Familiarity with these technologies is crucial for success in this role.

👔 Cultural Fit Considerations

Company Values:

• Innovation and growth
• Community involvement
• Diversity and inclusion

Work Style:

• Collaborative and team-oriented
• Client-focused with attention to detail
• Adaptive to changing industry trends and technologies

Self-Assessment Questions:

• Am I able to manage multiple client accounts simultaneously?
• Can I effectively communicate complex insurance terms to clients?
• Am I comfortable with technology and learning new software?

ASSUMPTION: Ideal candidates will thrive in a collaborative atmosphere that encourages forward-thinking and client-oriented service delivery.

⚠️ Potential Challenges

• Managing multiple client relationships effectively
• Keeping up with industry standards and compliance
• Balancing client service with administrative tasks
• Adapting to rapidly changing technology in finance and insurance

ASSUMPTION: Candidates should be prepared for a dynamic work environment that prioritizes quick adaptability and proactive problem-solving.

📈 Similar Roles Comparison

• Greater interaction with AI tools compared to traditional account management roles
• More team collaboration and client interaction at Acrisure
• Potentially faster growth opportunities due to the company's rapid expansion

ASSUMPTION: This position may offer enhanced technology exposure and growth potential in comparison to other account management roles.

📝 Sample Projects

• Implementing strategic insurance coverage plans for clients
• Data analysis projects to improve the efficiency of client management systems
• Collaborating with cross-functional teams for comprehensive client solutions

ASSUMPTION: Projects will require both independent initiative and teamwork to fulfill client needs and exceed service expectations.

❓ Key Questions to Ask During Interview

• What are the main challenges your team faces in client account management?
• How does Acrisure support professional development and career progression?
• Can you describe the typical career path for someone in this role?
• What technological innovations has Acrisure recently implemented?
• How is success measured within this team and role?

ASSUMPTION: Inquiring about company strategy and career advancement showcases interest and engagement in potential long-term opportunities at Acrisure.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Highlight relevant experience with insurance account management systems
• Prepare to discuss your problem-solving skills in a client-focused environment
• Research Acrisure’s impact in the financial sector to demonstrate organizational alignment
• Reach out to the HR department for any direct queries about the application process

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.