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
Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.
Pay Details:
The base compensation range for this position is $80,000 - $100,000. 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.
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.
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 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.
