Client Service Specialist

2 months ago

Grand Rapids, United States Acrisure LLC Full time
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:

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 300 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.
We are currently looking to add to our team with an exciting opportunity as a client service specialist.

This position is responsible for service, policy changes and working closely with Account Managers to support books of business. This position will be expected to provide prompt, accurate and courteous support service to clients and coworkers.

Essential Duties and Responsibilities:
  • Manage emails, mail, voicemail, agency management activities and self-audit reports.
  • Receive, review, and document all client and carrier correspondence in our agency management system including driver requests, endorsement requests and cancellations/rescissions.
  • Review audits, endorsements and policies for accuracy comparing them to the agency management system prior to delivery to the client. Corrections handled according to agency guidelines.
  • Prepare certificates, evidences of property or auto IDs and forward to appropriate parties or send requests to the Service Assistants for handling. Review contracts and respond to any certificate requests requiring additional information and/or coverage.
  • Support the monthly reporting process including preparing preliminary reports, correspondence with the client, submitting to the carrier and transacting.
  • Support the new/renewal business process including preparing exposure update requests, loss run ordering and loss summaries, renewal strategy documents, creating/updating excel schedules, MVR ordering, completing supplemental applications or entering new business applications into the agency management system.
  • Work closely with and assist Account Manager throughout the new/renewal business process including basic carrier submissions, online rating, preparing proposals and binding coverage.
  • Transact agency bill items, set up premium financing and request refunds as needed, submit surplus lines tax filings online according to agency guidelines.
  • Provide back-up coverage for Account Manager handling immediate service needs.
  • Assist in the training of other employees at Team Advisor's request.
  • Comply with agency standards, policies, and procedures.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above 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/or Experience:
  • High school diploma or equivalent.
  • Possess and maintain active P & C License or be willing and able to obtain license within 120 days of hiring.
  • Knowledge of commercial insurance with 1-2 years of experience is preferred.
  • Obtain and maintain insurance designation such as CISR.
Technology Skills:
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams)
  • Knowledge of Agency Management Systems; Applied Epic a plus.
Other Qualifications:
  • Must have a high level of understanding accounting or strong math skills.
  • Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills.
  • Must also have the ability to effectively work with others.
  • Must have a high level of problem-solving skills.
  • Ability to maintain a professional demeanor and positive attitude.
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.
  • The noise level in the work environment is usually moderate.
  • Remote work possible under certain circumstances.


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.

  • Client Services Specialist

    1 month ago

    Grand Rapids, United States Stenger & Stenger PC Full time

    Job DescriptionJob DescriptionStenger & Stenger, PC., is a growing prominent law firm located in Grand Rapids since 1994. As part of our exciting growth plan, we are looking for a Client Services Specialist. We are looking for an independent worker who is self-motivated, professional, with great attention to detail and strong communication skills to join our...

  • Client Relations Specialist

    1 day ago

    Grand Rapids, Michigan, United States Pilot Freight Service Full time

    Client Relations SpecialistJob Category: Customer SupportRequisition Number: CUSTO004652Job OverviewThis position is essential for maintaining effective communication with clients, logistics partners, and internal teams.Key Responsibilities:Engage in consistent and precise communication with customers and logistics agents.Provide accurate pricing estimates...

  • Client Services Specialist

    3 weeks ago

    Grand Rapids, United States Stenger & Stenger PC Full time

    Job DescriptionJob DescriptionStenger & Stenger, PC., is a growing prominent law firm located in Grand Rapids since 1994. As part of our exciting growth plan, we are looking for a Client Services Specialist. We are looking for an independent worker who is self-motivated, professional, with great attention to detail and strong communication skills to join our...

  • Client Relationship Specialist

    1 day ago

    Grand Rapids, Michigan, United States Mercantile Bank Full time

    Client Relationship Specialist Position at Mercantile BankMercantile Bank is seeking a committed and client-oriented Client Relationship Specialist to enhance our team. If you are motivated by objectives, excel in fostering connections, and aspire to elevate your banking career, this opportunity may align with your professional goals.About UsAt Mercantile...

  • Junior Client Relations Specialist

    12 hours ago

    Grand Rapids, Michigan, United States ACG Seattle Full time

    Welcome! Are you seeking a refreshing change from the mundane daily grind? Do you excel in a lively and engaging business environment? If you enjoy connecting with people, then our Client Relations Specialist role could be just what you're looking for.Allow us to introduce ourselves - we are ACG Seattle, a dynamic marketing and consulting agency. Our mission...

  • Client Solutions Specialist

    16 hours ago

    Grand Rapids, Michigan, United States Renewal By Andersen Full time

    Job OverviewPosition Title: Client Solutions SpecialistGeneral InformationCompany: Renewal by AndersenLocation: Greater Michigan MarketRenewal by Andersen (RbA) is seeking dedicated Client Solutions Specialists to join our dynamic sales team. This role is pivotal in enhancing the homeowner experience through personalized consultations and tailored...

  • Client Support Specialist

    1 day ago

    Grand Rapids, Michigan, United States Glass Doctor® Full time

    At Glass Doctor®, we are dedicated to providing exceptional glass solutions. Since our inception, we have been committed to delivering prompt and cost-effective glass services to residential, commercial, and automotive clients. Our team embodies our core values of Respect, Integrity, and Customer Focus while fostering a positive work environment. We seek...

  • Client Retention Specialist

    4 weeks ago

    Grand Rapids, United States Spectrum Health System Full time

    Main objective is to support retention and build better relationships with existing employer groups, agents and members by delivering exceptional service focused on timely problem resolution and concierge-level support. Focused on creating an except Retention, Specialist, Client, Health, Healthcare, Business Services, Support, Agent

  • Client Care Specialist

    12 hours ago

    Grand Rapids, Minnesota, United States North Homes Inc. Full time

    Job OverviewWe invite you to join North Homes Inc. as a Client Care Specialist, where you will be instrumental in delivering exceptional support to clients and their families. Your role will involve facilitating connections to personalized services that cater to individual needs. By managing referrals and coordinating both internal and external resources,...

  • Client Support Specialist

    14 hours ago

    Grand Rapids, Michigan, United States Family Dollar Full time

    Family Dollar - Retail Service AssociateAs a Client Support Specialist at Family Dollar, your role will encompass:Delivering Outstanding Customer Care: You will be tasked with ensuring that every customer receives top-notch service.Welcoming Customers: Greet patrons warmly and assist them in choosing products that meet their needs.Processing Transactions:...

  • Client Support Specialist

    9 hours ago

    Grand Rapids, Michigan, United States Spectrum Health System Full time

    Position OverviewAs a Client Support Specialist at Spectrum Health System, you will play a crucial role in providing assistance and guidance to our members, employer groups, providers, colleagues, and agents regarding health plan benefits.Key ResponsibilitiesManage inbound communications to address inquiries and educate stakeholders on available...

  • Client Support Specialist

    13 hours ago

    Grand Rapids, Michigan, United States Xtend Full time

    Job OverviewPOSITION SUMMARYThe Client Support Specialist serves as a vital link for credit union members, managing both incoming and outgoing communications to ensure that all inquiries are addressed promptly and effectively. This role embodies the values of Xtend, focusing on delivering outstanding service to our members.KEY RESPONSIBILITIESHandle incoming...

  • Client Support Specialist

    17 hours ago

    Grand Rapids, Michigan, United States Xtend Full time

    Exciting Opportunity as a Member Services Agent at XtendPOSITION SUMMARYThe Member Services Agent Level 1 is essential in delivering outstanding assistance to credit union members through multiple communication channels. Reporting to the Call Center Team Leads, this role involves efficiently managing inquiries and fostering strong customer relationships.As a...

  • Personal Insurance Client Relations Specialist

    16 hours ago

    Grand Rapids, Michigan, United States Alera Group Full time

    Join Our Team as a Personal Insurance Client Relations SpecialistAt Alera Group, we are excited to welcome a dedicated Client Relations Specialist to our Personal Insurance division. This role is pivotal in ensuring our clients receive exceptional service and support.About Alera GroupAlera Group is a comprehensive insurance firm committed to serving...

  • Client Support Specialist

    2 hours ago

    Grand Rapids, Michigan, United States Xtend Full time

    Job OverviewPOSITION SUMMARYThe Client Support Specialist (CSS) delivers daily assistance to credit union members and callers through both inbound and outbound communication channels. This role necessitates meticulous documentation when relaying requests to the credit union via account tracking or email, ensuring prompt action. The CSS serves as an extension...

  • Human Services Support Specialist

    2 days ago

    Grand Rapids, United States County of Itasca Minnesota Full time

    AS/ OC; First point of contact for clients and public; collaborate in the administration with the clients for specific programs of health and human services To view the job description, click here. Current Vacancy: 2 Regular, F/ T positions. Internal Support Specialist, Support, Specialist, Service, Internal, Business Services

  • Automation Service Specialist

    1 day ago

    Grand Rapids, Michigan, United States German American Chambers Of Commerce Full time

    Position: Automation Service Specialist (Focused on PLC Programming) Location: Remote (preferably situated in the Midwest; ideally within proximity to a major airport). Occasional travel to the German headquarters is required. About Our Client: Our client is the US branch of a prominent German manufacturing firm recognized for its precision engineering and...

  • Junior Culinary Specialist

    24 hours ago

    Grand Rapids, Michigan, United States Food Service Circle Full time

    Junior Culinary SpecialistJob Overview:We are seeking a dedicated Junior Culinary Specialist to join our team at Food Service Circle. This full-time position offers an exciting opportunity to contribute to exceptional dining experiences.As a Junior Culinary Specialist, you will collaborate with a dynamic and passionate team to deliver outstanding culinary...

  • Field Service Technician

    2 weeks ago

    Grand Rapids, Michigan, United States Client Full time

    Field Service Technician (Industry Training) $25 - $35 an hour + Training + Progression + Local Patch + Port to Port + Overtime (1.5x) + Full Medical + 401(k) + Benefits Field based, ideally located Grand Rapids, Lansing, Kalamazoo, Three Rivers, MichiganAre you a Field Service Technician with electrical or mechanical skills looking to gain full training in...

  • Generator Technician

    1 month ago

    Grand Rapids, Michigan, United States Client Full time

    Generator Technician $40 - $50 an hour + Overtime + Bonus + 401k + Full Medical + Per Diem + Excellent Benefits Field based, ideally located Grand Rapids, Kalamazoo, Lansing, Battle CreekAre you a Generator Technician looking to join an international company offering long term progression and specialist training? This is an excellent opportunity to maximize...