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About the Role
This role performs routine responsibilities and serves as a primary point of contact for clients, working under direct supervision. The position supports coverage strategy and plan application, 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, proposal 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 the agency management system (Applied Systems / EPIC).
- Document all activities in the agency management system (Applied Systems / EPIC).
- Understand and utilize upload, download, and interface technology.
- Assist other agency departments with necessary information 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.
- Proficiency in 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
- Data Management
- Underwriting
- Claims Support
- Microsoft Word
- Microsoft Outlook
- Microsoft Excel
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
- 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
- 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.