About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job 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)

Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:
• Commercial insurance knowledge with 5+ years’ industry experience and/or
demonstrated ability to successfully handle complexities of job, required
• Excellent business skills, required
• High school diploma or the recognized equivalent, required
• P&C Broker/Agent license, required
• Computer skills necessary to perform the essential functions of the job (i.e.,
spreadsheets, database, word processing and insurance software), required

Other Qualifications:
 Strong communication skills, ability to communicate in a professional manner
 Participate in monitoring adherence to professional standards and procedures
 Someone who organizes, manages and assumes the risk of a business or enterprise, taking pride of ownership in his/her work

 Creative and resourceful; ability to evaluate and provide direction to deal with problems
 Ability to work in a team environment

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 Moderate stress due to regular deadlines and daily challenges
 High finger dexterity while typing documents and forms
 Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 Work is done in a temperature‐controlled, non‐smoking office
 Workstations are cubicles with moderately high sides
 The noise level in the work environment is usually moderate

ADDITIONAL DUTIES AND RESPONSIBILITIES:
The above describes essential responsibilities and activities that are typical for this job. This is not intended as an exhaustive list of tasks performed. Additionally, depending on organizational requirements, other duties may be assigned.

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.
 

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.