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About the Role

Performs routine responsibilities and is a primary point of contact for clients, working under direct supervision. Supports and informs coverage strategy and plans by applying insurance principles to everyday situations.

Responsibilities

• Perform daily service on assigned tasks by Producers and/or Account Executives following agency procedures.
• Service accounts, including quote and issue policies, ID cards, endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company requests promptly.
• Support and inform coverage plans as necessary.
• Engage in insurance marketing and sales activities.
• Collect renewal data on assigned accounts.
• Provide claims support.
• Review new/renewal policies and endorsements to ensure accuracy.
• Maintain client data accuracy in agency management systems (Applied Systems / EPIC).
• Document all activities in agency management systems (Applied Systems / EPIC).
• Understand and utilize upload, download, and interface technology.
• Assist other agency departments with information needed for mutual clients.
• Keep Producers informed of account activities, potential problems, and inform management.
• Stay current with industry trends through educational seminars and classes.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and changes.
• Complete other assigned functions and assignments, including back-up duties.

Requirements

• Active Property & Casualty Producer License.
• Strong organizational skills with the ability to prioritize and be proactive.
• Computer skills, specifically Microsoft Word, Outlook, and Excel.
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Ability to solve practical problems, interpret instructions, and deal with various variables.
• Applied Systems / EPIC experience is a plus.

Skills

• Insurance
• Sales
• Client Service
• Microsoft Word
• Microsoft Outlook
• Microsoft Excel
• Applied Systems / EPIC

Location

• On-site

Work Type

• Full-time

Experience Level

• Entry-level

Education Level

• High School diploma required
• Associate Degree or higher preferred
• CPCU or special training course completion a plus

Salary/Compensations

• $70,000 - $85,000

Benefits

• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) options
• Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave
• Paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage

About the Company

• Acrisure is a fast-growing fintech leader that operates a global insurance broker.
• Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.
• Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
• At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
• Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Equal Opportunity

• Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
• Applicants may request reasonable accommodation by contacting leaves@acrisure.com.