Client-Facing Expectations:

Develop a rapport with main day-to-day contacts to create and assurance with the client 

Develop an understanding of client’s overall operation & business goals, and assist team in helping track such goals 

Handle Day to Day service requests, obtaining claim information, providing various documents and reviewing coverage questions

Be able to manage a high volume of phone calls and walk in customers throughout the day

Responsibilities:

Provide a high level of service to assigned clients, including prompt and thorough responses 

Handle policy checking, endorsement checking, audits and various transactional items

Keep team members fully informed of important activities on their accounts including being sensitive to potential problems. 

Maintain accurate and updated files in agency management system. 

Prioritize workload and/or request for assistance as required. 

Apply project management skills to assist team with projects on an as-needed basis 

Process agency invoicing and assist to resolve billing discrepancies for assigned accounts. 

Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate 

Obtain and deliver information, quotations, policy changes, etc. as necessary 

Review policies, audits and endorsements for accuracy; report errors to insurance companies for correction. 

Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery. 

Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc. 

Process rating and endorsements on insurance carrier’s websites  

Oversee and manage the policy checking and delivery process to insured as directed by the team. 

Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials  

Requirements:

Ability to work with minimum supervision; able to accept direction on given assignments. 

Knowledge of MS Office Products, Word, Outlook, and knowledge of excel.

Demonstrated flexibility and adaptability to changing priorities and deadlines. 

Strong analytical skills and attention to detail to ensure document accuracy. 

Able to work effectively in a team environment with strong customer service skills. 

Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.  

Knowledge of all basic P&C coverages, focus/specialty in certain coverage areas a plus. 

Preferred minimum 2 years relevant Commercial Lines experience. 

Licensed in property and casualty insurance preferred. 

Ability to operate EPIC preferred 

Spanish Speaking a plus

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.