Acrisure
Acrisure
Acrisure brings together insurance, risk management, and financial services for individuals, businesses, and employees. Its offerings span personal and commercial insurance, mortgages, employee benefits, cybersecurity, managed IT, and reinsurance, with an international focus in the latter area. The company combines advisory expertise with technology-enabled solutions across a broad services portfolio and has also invested in community partnerships and outreach.

Associate Account Manager — Acrisure | Costa Mesa, CA (On-site)

Support Acrisure clients with insurance policy servicing, certificates, endorsements, and account inquiries in an on-site Costa Mesa role. Coordinate accurate documentation and client updates across new business, renewals, audits, and cancellations.

Description

  • Act as the primary contact for assigned clients under supervision
  • Contribute to coverage strategies and account plans
  • Prepare certificates, evidence of insurance, and auto identification cards
  • Address client questions, incoming correspondence, and internal requests promptly
  • Submit requested account changes for clients
  • Verify that new and renewal policies and endorsements match ordered items
  • Process audits, cancellations, and other client account documentation
  • Maintain accurate client records in the EPIC agency management system
  • Record all account activity in EPIC
  • Stay informed about industry developments through seminars and training
  • Perform other assigned responsibilities and duties

Requirements

  • Hold an active Property & Casualty Producer License or obtain one within 60 days of hire
  • Use Microsoft Word, Outlook, and Excel proficiently
  • Calculate discounts, interest, premiums, commissions, proportions, and percentages accurately
  • High school diploma required
  • Be comfortable working on-site
  • EPIC experience preferred

Benefits

  • Comprehensive medical insurance
  • Dental insurance
  • Vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Paid time off and company holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate 401(k) vesting
  • Health Savings Account (HSA) options
  • Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave
  • Paid paternity leave, including adoption
  • Legal plan options
  • Pet insurance coverage

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