Job Title: Customer Service Representative

Agency/Platform: Burnham & Flower

Location: Blacklick, OH

About Acrisure:

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.

Job Summary:

Assists and prepares account representatives for client meetings.  Processes and tracks paperwork for financial services transactions. Responds to client questions regarding accounts and aids them in preparing paperwork.  Maintains blotters regarding new business and commissions. Tracks and facilitates the processing of financial transactions for clients. Provide service and develop good working relationships with clients and prospects, producers, underwriters, brokers, etc. as respects Property & Casualty Insurance.

Responsibilities:

Schedules financial services and wholesaler appointments and pension review meetings.  In doing so, prepares account representatives for meetings with appropriate pre-filled applications, withdrawal forms and other paperwork for both individual client and group meetings.

Processes completed forms and applications by sending to appropriate company.  Tracks progress and follows up with companies as needed to ensure transactions are processed in a timely manner and that they meet client expectations.  Saves images of broker dealer approved paperwork and attaches to the client records.

Provides information, assistance and materials to financial services customers and group retirement participants as requested via phone, email, fax and mail. Assists clients by pre-filling as much information as possible on the forms.

Maintains client database and various tracking spreadsheets, including commission reports and new business tracking spreadsheets.

Provides administrative support to account representatives by sorting mail, filing and performing other administrative activities.

Provides backup to group retirement customer service representatives and

Maintains current product and prospectus materials.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

Manage a well established book of municipal & education clients

Submit new and renewal applications to carriers

Provide reconciliation of production and other reports.  

Function personally and in collaboration with the appropriate processing specialist.

Answer questions about existing policies

Maintain Agency Management System - Applied EPIC

Technical knowledge of various investment account and group retirement plans (including IRAs, mutual funds and various annuities)

Ability to multi-task and prioritize work with deadlines and multiple account representatives and clients needing information

Education/Experience:

General high school education or equivalent

At least 1 year of progressively more responsible experience

PC experience (Word, Excel, Outlook)

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.