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Insurance Customer Service Specialist

2 months ago

Long Beach, California, United States ACRISURE Full time
About Acrisure

Acrisure is a global financial services leader that combines innovative technology with a human touch to offer a wide range of financial products and services to businesses and individuals. We connect clients to solutions that help them protect and grow their assets, including insurance, reinsurance, cyber services, mortgage origination, and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has experienced rapid growth, increasing revenue from $38 million to $4.3 billion in just over a decade. Our culture is defined by our entrepreneurial spirit, which drives innovation, client-centricity, and a relentless pursuit of excellence.

Job Summary:

To support the growth of our Personal Lines business, we are seeking a highly skilled Customer Service Representative to maximize the potential of our Southwest Platform. This role requires a sales-minded individual who can provide world-class customer service while identifying opportunities to round out accounts and create new business.

Key Responsibilities:
  • Document all service interactions in our computer system
  • Process incoming mail and file designated documents daily
  • Identify 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 for account review
  • Perform renewal activities as needed
  • Verify policy and policy change information
  • Actively solicit increases in coverage or rounding out accounts through sales to clients
  • Assist walk-in clients in a professional manner
  • Provide support on insurance claims where communication issues arise
  • Anticipate future needs and proactively contact established clients to renew and upgrade accounts
  • Develop long-term business relationships with clients and underwriters
  • Review and sign off on new business applications from agents
  • Collaborate with the Sales Department to drive revenue growth
  • Maintain a positive attitude and provide a pleasant work environment
Requirements:
  • 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
  • Effective communication skills to present information to customers, clients, and colleagues
  • Proficiency in Applied EPIC (Agency Management System), Microsoft Word, and Outlook
  • Knowledge of FSC rater and ability to use it
  • Basic math skills to compute rates, ratios, and percentages
  • Maintain a valid Fire and Casualty license or Personal Lines Broker/Agent license issued by the state of California, Department of Insurance
Competencies:
  • 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 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
Physical Demands:
  • Moderate stress due to regular deadlines and daily challenges
  • High finger dexterity while typing documents and forms
  • Occasional lifting of up to 20lbs
Work Environment:

The work environment is a temperature-controlled, non-smoking office with moderately high cubicles and a moderate noise level.