Job DescriptionJob Summary:This position will include all aspects of servicing commercial accounts. Account size may range from $3.5M - $4M and account assignments will be determined at the discretion of the firm. Client retention is a key objective of this position. You will be expected to perform the following tasks from start to finish and will have an Associate AE as well the CSR Team to assist with several of the tasks.
Responsibilities:- Interact with clients to address all servicing needs
- Processing of policies, endorsements, and audits
- Enter policy data into our client management system
- Order loss runs for re-marketing accounts
- Become proficient in carrier web-sites for quoting when re-marketing 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 agency management system (Epic) to keep track of all pending items
- Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
- Expedite certificates of insurance if CSR team is short staffed and client needs immediately
- Run MVR's and update driver lists when required
- Prepare renewal rating quotes, based applications
- Prepare proposals
- Process and issue binders
- Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)
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 transportation insurance industry or similar role, required
- Active P&C License
Pay Details:
The base compensation range for this position is $75,000 - $90,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.Employee BenefitsWe 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 plan options; and pet insurance coverage.
- ... and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
