Account Analyst

Account Analyst About AcrisureAcrisure 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:

Describe the position: The Account Analyst plays a crucial role in managing a Personal Lines book of business by supporting all aspects of policy maintenance after issuance. This position ensures excellent service to agency partners and policyholders by handling endorsements, providing documentation, assisting with cross-selling opportunities, answering phones, and focusing on retention throughout the policy term and at renewal. The role may also involve remarketing policies to ensure alignment with the best options for agency partners and their clients.

Responsibilities:

• Process policy endorsements and updates accurately and efficiently.
• Provide necessary documentation and respond promptly to agency partner inquiries.
• Assist agency partners in identifying cross-selling opportunities to expand client portfolios.
• Answer phones and resolve customer queries with a focus on professional and efficient communication.
• Monitor and support retention efforts throughout the policy term, including proactive engagement at renewal.
• Review accounts for remarketing opportunities and recommend the best options to agency partners when needed.
• Maintain accurate and detailed records of all communications and actions taken.

Requirements:

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Customer service experience, preferably in the insurance industry.
• Familiarity with Personal Lines insurance products and processes is a plus.
• Ability to multitask and prioritize in a fast-paced environment.

Education/Experience:

• Preferred experience in personal lines Service, Sales or Underwriting.

Physical Demands Prolonged periods of sitting at a desk and working on a computer 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 w 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 leavesacrisure. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents:

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

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