Job Description

Job Title: CSR, Small Commercial

Department: Commercial Property & Casualty

Location: Southwest Platform

Reports to: Kathryn Stjernstrom

Status: Full Time, Non-Exempt, In Office Orange County

Pay Range: $24 - $28/hour

About Acrisure

Acrisure is a fast-growing fintech leader that operates a global insurance brokerage. 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.

Acrisure's Southwest Platform is the largest operational region in Acrisure, with a significant book of business in the Commercial and Employee Benefits markets. With this in mind, we continue to develop ways to efficiently care for, and address our clients' needs - all while maintaining a business model that allows for growth of the Team and Acrisure.

About The Role

Reporting to the local Operations Lead, the role provides prompt, accurate and courteous support to the commercial service team. The ideal candidate should have strong communication and organizational skills, a background in insurance and thrive in a fast-paced environment.

Responsibilities

• Pulls electronic mail daily and records in agency management system.
• Monitors agency management system for misapplied mail and activities
• Issues Proofs of Insurance per procedures
• Assists Account Managers with Renewal Information Requests, Processes applications, policies, endorsements, binders, certificates, loss runs, audit requests and other items related to the servicing of clients.
• Request routine policy adjustments as directed by Account Manager
• Report claims to the carrier
• Provides support to Producers including preparing presentations and proposals
• Data entry in the agency management system
• Policy processing including pulling policies from websites and attach in the agency management system, check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines, transmit policies electronically to client.
• Review Activity follow up list on a daily basis and take appropriate action.
• Consistently establishes and maintains high levels of trust and confidence with Account Service team by promptly responding and resolving services requests and issues;
• Other duties may be assigned.

Personal and Organizational Development

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors and other business contacts;
• Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals for the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
• Other duties may be assigned.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements

• Excellent communication skills with the ability to provide clear, concise, and accurate information in both written and verbal format.
• Strong organizational skills with the ability to prioritize projects according to deadlines and urgency.
• Flexibility, willing to "wear many hats" and assist team members in any other capacity relating to client services.
• Proficiency in MS Word, Excel and Outlook.
• Knowledge and experience with Applied Systems Epic CRM is preferred.
• Strong attention to detail and time management abilities;
• Strong ability to multi-task and assign priority;
• Ability to work effectively and efficiently both with and without direct supervision;
• Ability to work effectively and efficiently in a team environment as well as independently;

Education/Experience

• High School Diploma or the recognized equivalent is required.
• Minimum 2 years experience in an insurance agency or wholesale brokerage.
• Property & Casualty Agent License required.

Benefits & Perks

• Competitive Compensation
• Industry-Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Educational Resources
• Generous time away

Pay Details:

Hourly: $24 - $28

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

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.