Job Summary

Responsibilities

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.

• Respond to client inquiries, incoming mail, and company request needs on a timely basis.

• Develop coverage strategies and plans as necessary.

• Insurance marketing and sales.

• Collect renewal data on assigned accounts.

• Claims support.

• Review new/renewal policies and endorsements to ensure items were received as ordered.

• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)

• Document all activities in agency management system (Applied Systems / EPIC)

• Understand and utilize upload, download, and interface technology.

• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• Maintain knowledge of current underwriting requirements of contracted insurance carriers.

• Maintain knowledge of policy provisions and any changes in these provisions.

• Complete other functions and assignments assigned including backup duties.

Requirements

• Strong organizational skills- the ability to discern priority and initiative.

• Computer skills, specifically Microsoft Word, Outlook, and Excel

• Excellent verbal and written communication skills as well as strong people skills

• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.

• Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.

• Applied Systems / EPIC experience is a plus.

• Know and apply principles of insurance to everyday situations.

Education and Experience

• High School diploma required.

• Minimum of 4 years of experience in commercial lines and/or industry required.

• Active Property & Casualty License Required. 

• CPCU or special training course completion is a plus.

#LI-LS1

#LI-Hybrid

Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

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.