Broker Assistant

Acrisure•Sarasota, FL

21h•Onsite

About The Position

Acrisure is a global fintech leader that empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. By combining cutting-edge technology with top-tier human support, Acrisure connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on an entrepreneurial spirit, prioritizing leadership, accountability, and collaboration to equip its teams to work at the highest levels possible. This role participates in a supportive role to the broker by providing service after the sale to the client. It also involves working closely with Underwriters and underwriting assistants at the carrier level, and performing basic clerical duties and data entry using carrier portals.

Requirements

Communication and knowledge of relevant software including Microsoft Office products.
Knowledge of operation of standard office equipment.
Knowledge of clerical and administrative procedures and systems such as filing and data entry.
Qualified candidates will have earned a high school diploma or GED plus have one to three years related insurance experience and/or training.

Nice To Haves

Prior insurance experience preferred.
CSR licensed or producer licensed.
College degreed preferred.

Responsibilities

Generate Quotes, Binders, and Premium Finance Agreements.
Resolve administrative problems and inquiries.
Handle requests for information and data.
Order Inspections at time binding if required by the carrier.
Diary for follow up if needed.
Handle midterms change requests with our retail agents and carriers.
Request quotes and binders from carriers and deliveries to retail agents.
Review the policy for accuracy against carrier generated quote and binder.
Diary for missing items at time of binding.
Complete Surplus Lines Tax Forms and deliver to the carrier.
Work with our accounting department if needed to determine outstanding balance from insurance agent.
Document file as to communication between our clients and insurance companies.
Handle the renewal process by obtaining and delivering quotes.
Create and modify documents in Word, Excel, Adobe and ImageRight.
Assist with work overflow and contribute to team efforts by accomplishing related results as needed.