Harry Trinh

Associate Account Manager - Commercial Lines @Acrisure

Newport Beach, CA, US

Provide comprehensive support to senior Account Managers and Client Advisors in managing diverse commercial lines accounts across both preferred and E&S markets.• Oversee day-to-day client servicing including renewals, endorsements, certificates, audits, cancellations, and policy delivery with a consistent focus on accuracy, timeliness, and exceptional client experience.• Leverage Applied EPIC, CSR24, and Indio to maintain organized workflows, ensure full documentation compliance, and manage daily activities efficiently with clean inbox and EPIC records.• Prepare clear, professional insurance proposals, renewal presentations, and coverage comparisons that enhance client understanding and support producers in securing renewals and new opportunities.• Proactively market and remarket replacement coverage to obtain better pricing or broader protection for clients, effectively partnering with underwriters and producers to achieve favorable outcomes.• Recognized for maintaining a highly organized and detailed approach to EPIC documentation, communication tracking, and follow-up, supporting team transparency and operational efficiency.• Manage complex and high-touch accounts with composure under tight deadlines, demonstrating adaptability, strong technical knowledge, and commitment to Acrisure’s service standards.• Contribute to client retention and satisfaction through proactive communication, coverage analysis, and responsive support that strengthens long-term relationships.• Actively pursuing the CISR designation (passed 2 of 5 courses) to expand insurance expertise and deliver enhanced client advisory capabilities.

Santa Ana College

Associate's degree