Perform daily service on assigned tasks by Producers and/or Account Executives with the agency's written procedures including, but not limited to:
Service accounts, including account transactions such as quote and issue policies, proposals, renewals, follow-up, and correspondence.
Respond to client inquiries and company requests on a timely basis.
Become proficient in carrier websites for quoting when remarketing an account or adding additional lines of coverage.
Keep your desk and files organized at all times.
Perform superior customer service at all times.
Properly utilize the management system to keep track of all pending items.
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
Collect renewal data on assigned accounts.
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.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep 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
Minimum of 2 years of experience in insurance or financial services industry, preferably in Commercial Lines
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
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 highly preferred
Education and Experience:
High School diploma or equivalent required
Active Property & Casualty License
#LI-LS1
Pay Details:
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid
Benefits
Health insuranceDental insuranceVision insuranceEquity / stock options
Additional Information
Job Description
About Acrisure:
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect 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 entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
Acrisure is seeking a Commercial Lines Insurance Assistant to join our growing team in the East Division. Our Insurance Assistants are pivotal in aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Must meet service standards and perform essential functions to the quality standards developed by Acrisure. The duties and responsibilities of this position are to support the goals, mission and needs of Acrisure. Primarily, this entails providing the sales team with the necessary service support to aid them in obtaining new clients and retaining existing ones
Acrisure · 90 S Ridge St - Rye Brook, NY