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Commercial Lines Customer Service Representative

1 month ago

Waterford, 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:

Are you looking for a challenging career path?
Do you have a positive attitude? Are you organized and detail-oriented? Do you take personal responsibility for your work and career, and work well in a team? If you're ready to work for a company that recognizes excellence and promotes from within, fostering an environment of learning and training, then look no further than

Essential Duties and Responsibilities:
  • Answers the phone and greets clients and visitors alike in a professional manner.
  • Accurately directs phone calls and walk-ins to appropriate team members in a courteous and professional manner.
  • Returns to calls placed on hold in a timely manner giving the caller the option to continue holding or to leave a message.
  • Answers client inquiries, as needed, or directs the inquiry to the person best able to answer.
  • Takes and delivers accurate phone messages, including names and contact information, and promptly relays messages to the proper person.
  • Manage emails, mail, voicemail, agency management activities and self-audit reports.
  • Explore all opportunities for exemplary service, working to maximize client/account retention by managing renewals, negotiating best terms and pricing, marketing where needed, clarifying coverage, demonstrating product knowledge and final review/approval of client facing documents. Conduct quarterly or mid-term client review, explore opportunities for risk management, attend in-person client visits and presentations as able.
  • Confirm appropriate coverage has been placed or at least offered/recommended. If offered/recommended coverage has been rejected, ensure appropriate documentation is obtained.
  • Receive, review, and document all client and carrier correspondence in our agency management system delegating to team members as appropriate.
  • Review follow up (pending) list on a daily basis and take appropriate action.
  • Oversee the cancellation process and (potential) missed expiration report according to the agency guidelines.
  • Promote and maintain good relationships with clients and carriers.
  • Process payments received from clients.
  • Comply with agency standards, policies, and procedures.
  • Demonstrate (by your personal example) a strong, positive, team-oriented approach with your interactions with others.
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(s).
  • Individual should have a working knowledge of insurance, experience preferred.
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 the ability to effectively work with others.


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.