Job Description

About Acrisure

Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.

Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

We currently have an exciting opportunity for a Assistant Account Manager, Commercial Lines to add to our team at Goodhart National Gorman Agency, an Acrisure Agency Partner. This position will be responsible for handling small to medium Commercial Lines accounts. We have four major departments of insurance: Real Estate, Commercial Business, Personal Insurance and Life and Benefits. Our family feel office is looking for an exceptional individual who enjoys fast paced work in a casual environment. We are conveniently located in lower Westchester County, NY next to public transportation, great restaurants and the Ridge Hill shopping center.

Essential Duties and Responsibilities:

• Assist producers by marketing new business and renewal submissions

• Work with insurance carriers in securing quotes and verifying required specifications

• Review and process various documents including policies, endorsements and invoices

• Document all activities in agency management system (Epic)

• Prepare clear and concise proposals to effectively communicate marketing results with clients

• Ensure timely completion of expiration list items

• Review accounts to determine if additional insurance coverage is needed

• Develop and maintain strong relationships with clients and handle their requests with care and professionalism

• Develop strong knowledge of industry and markets

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 the essential functions.

Education and/or Experience:

• High school diploma or the recognized equivalent, required

• NY Property + Casualty License, required

• Minimum 2 years’ experience as a Commercial Lines Account Manager or similar, required

• Direct Bill knowledge, preferred

Technology Skills:

• Epic or similar agency management software experience, required

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications:

• In-depth knowledge of coverage

• Able to problem solve and exhibit strong attention to detail and accuracy

• Exceptional verbal and written communication skills

• Exceptional customer service skills

• Able to work well under pressure and manage multiple priorities to meet strict deadlines

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 the 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 are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office

• Workstations are semi-private with moderately high sides

• The noise level in the work environment is usually moderate

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.