Account Associate jobs in Santa Rosa, CA

Job Description

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:

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Essential Duties and Responsibilities:

• Assist our Commercial Account Managers with various service requests, for example, taking customer service calls, emails, etc. to obtain information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.

• Assist our Commercial Account Managers with their renewals by obtaining renewal requirements from the carrier/broker, obtaining renewal updates/apps from the insured (using Indio), creating draft renewal presentations, obtaining finance agreements, creating dummy invoices, entering WC submissions online with carriers for marketing (when needed), and creating draft renewal emails for the AM to send to the insured.

• Policy checking of WC policies (using EPIC policy check feature)

• Issue certificates/EPIs through EPIC and CSR24 as needed

• Obtain quotes for limit increases, AI forms, etc. when needed for certificates

• Claims-enter in EPIC, submit to the carrier, follow up/document file & set to AM per instructions

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:                                           

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)

• Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information

• Speaking (conveying information clearly and effectively) and Group Presentation

• Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations

• Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar and punctuation is important)

• Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)

• Time Management (managing one's own time and respecting the time of others)

• Prompt response to all email and voicemail correspondence

• Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.

Education and/or Experience:

• Minimum of a High School Diploma

• Valid California Property/Casualty license

Technology Skills:

• PC Computer (including strong typing skills)

• EPIC Agency Management System (required)

• Microsoft Word, Outlook, including Quick Parts, Excel

• Microsoft Internet Explorer/Chrome/Firefox

• Company Online Rating/Service Sites (helpful but not required)

Other Qualifications:

• Honest & ethical behavior is important

• Persistence in the face of obstacles

• Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)

• Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)

• Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed)

• Initiative (willing to take on responsibilities and challenges)

• Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)

• Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)

• Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Moderate stress due to regular deadlines and daily challenges 

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs

Work Environment: The work environment characteristics described here represent those an employee may encounter while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Inside/remote office position

• Majority of time spent sitting

• A high level of contact with others via email, phone, instant messaging, being on camera is required

• Online video meetings such as MS Teams/Zoom (camera facing, engaged in the meeting, and business work attire required)

• Occasional meetings with clients, carrier visits/events & team members

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Pay Details:

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.