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Personal Insurance Customer Service Representative

3 months ago

Lee, 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:

This position is an exciting opportunity as a Personal Lines Customer Service Representative in our Personal Lines Department. This individual will be working with our personal lines manager and will be responsible for new business (inside sales) and assisting the service team with existing house accounts to provide professional service and coverage evaluation. We are seeking an energetic and enthusiastic individual who enjoys closing new business to join our dynamic Personal Lines team.

Essential Duties and Responsibilities:
  • Make proactive outbound calls to new clients and existing clients to evaluate coverage, cross-sell, and account round.
  • Aggressively work internal leads, cross-sell, and referral opportunities from new and existing clients.
  • Establish relationships with new and existing customers to help improve retention and develop new sales opportunities.
  • Work with our Personal Lines Account Managers to handle new business opportunities and existing house account clients looking for quotes.
  • Execute new business and new cross-selling campaigns and follow procedures to round out client accounts.
  • Sell personal lines insurance through various prospect contact touch points such as telephone, email, and internet.
  • Prepare insurance quotes to prospects and use assumptive closing techniques to close sales.
  • Persuasive negotiation skills and highly effective listening and communication skills.
  • Facilitate a sales culture to maximize retention, customer satisfaction, and up-sell and cross-sell opportunities with each customer interaction.
  • Maintain product knowledge for lines of business written.
Required Education and/or Experience
  • Minimum of two years of work experience in Personal Lines
  • Must possess an active MA P&C license (required)
  • Bachelor's Degree or the recognized equivalent of experience
Preferred Experience
  • Basic knowledge and understanding of Applied Epic management system preferred
  • Experience in an independent agency utilizing multiple carriers.
  • Prior use of PL Rater or similar personal lines comparative rater.


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.