Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations in coordination with producers
Binds insurance coverage and prepares binders and or delegates certificates issuance
Reviews policies for accuracy and reviews contracts.
Prepares summaries and/or schedules of coverage for clients
Schedules appointments with clients as requested by sales producers
Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
Verifies policy and policy change information, facilitating corrections when necessary
Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Applied Epic Agency Management experience preferred but not required.
Education and/or Experience:
High School Diploma or the recognized equivalent is required
Minimum 3+ years' experience in the Commercial insurance industry or similar role, required
Active P&C License
Benefits & Perks:
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
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 sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsParental leave
Additional Information
Job Description
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.
Acrisure · 1265 Drummers Lane - Wayne, PA