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Insurance Customer Service Specialist
2 months ago
Acrisure LLC is a leading global financial services company that combines innovative technology with a human touch to provide a wide range of financial products and services to businesses and individuals. Our mission is to help clients protect and grow their assets, and we achieve this by connecting them to solutions that meet their unique needs.
Job SummaryThis role is responsible for assisting the agency in growing the Personal Lines book of business by maximizing the use of our proprietary platform and applying knowledge on a daily basis. The successful candidate will provide world-class customer service while being sales-minded and identifying opportunities to round out accounts and create new business.
Key Responsibilities- Document all service interactions with clients in a timely and accurate manner
- Process incoming mail and file designated documents daily
- Analyze reasons for cancellations and take proactive steps to retain accounts
- Stay up-to-date on company underwriting guidelines and rules for all carriers
- Participate in providing new business quotations to sales calls
- Prepare weekly new business production reports
- Develop summaries of insurance policies, schedules, and proposals as needed for account review
- Perform renewal activities as necessary
- Verify policy and policy change information
- Identify opportunities to increase coverage or round out accounts through sales to clients at every service contact
- Assist walk-in clients in a professional and courteous manner
- Provide support on insurance claims where there are communication issues or misunderstandings between the carrier/adjuster and policyholder
- Anticipate future needs and proactively contact established clients to renew and upgrade accounts
- Develop long-term business relationships with clients and underwriters
- Review and approve new business applications from agents
- Collaborate with the Sales Department to support revenue generation
- Maintain a positive attitude and provide a pleasant work environment
- Associate degree or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training
- Ability to write simple correspondence
- Ability to effectively present information in one-on-one and small group settings to clients, colleagues, and other stakeholders
- Knowledge of Applied EPIC (Agency Management System), Microsoft Word, and Outlook
- Ability to use and understand FSC rater
- Basic math skills, including addition, subtraction, multiplication, and division
- Maintain a valid Fire and Casualty license or Personal Lines Broker/Agent license issued by the state of California, Department of Insurance
- Able to produce significant output with minimal wasted effort
- Does not cut corners unethically, earns trust and maintains confidences
- Plans, organizes, and schedules in a productive manner
- Moves quickly and takes a forceful stand without being abrasive
- Lives up to verbal and written agreements
- Demonstrates tenacity and willingness to go the distance to get something done
- Acts without being told what to do, and brings new ideas to the company
- Adjusts quickly to changing priorities and conditions
- Maintains stable performance when under heavy pressure or stress
- Exhibits passion and excitement over work, has a can-do attitude
- Possesses a strong willingness to work hard and sometimes long hours to get the job done
- Often solicits feedback and reacts calmly to criticism or negative feedback
This role is based in a temperature-controlled, non-smoking office environment with moderately high cubicle walls. The noise level is usually moderate.
