About the position
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. The position involves performing more routine responsibilities and being a primary point of contact for the clients they oversee, while working under direct supervision. The role supports and informs coverage strategy and plan and applies principles of insurance to everyday situations.
Responsibilities
- Perform daily service on assigned tasks by Producers and/or Account Executives with the agency's written procedures.
- Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Support and inform coverage plans as necessary.
- Engage in insurance marketing and sales.
- Collect renewal data on assigned accounts.
- Provide claims support.
- Review new/renewal policies and endorsements to ensure items were received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
- Document all activities in agency management system (Applied Systems / EPIC).
- Understand and utilize upload, download and interface technology.
- Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
- Keep Producers informed of all important activities on their accounts, being sensitive to potential problems and informing management.
- Stay current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
- Maintain knowledge of current underwriting requirements of contracted insurance carriers.
- Maintain knowledge of policy provisions and any changes in these provisions.
- Complete other functions and assignments as assigned including back-up duties.
Requirements
- Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
- Strong organizational skills- ability to prioritize and be proactive.
- Computer skills, specifically Microsoft Word, Outlook and Excel.
- Excellent verbal and written communication skills as well as strong interpersonal skills.
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
- Applied Systems / EPIC experience a plus.
Nice-to-haves
- CPCU or special training course completion a plus.
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
