Personal Lines Insurance Service Specialist
1 month ago
About Acrisure:
Acrisure stands as a premier global leader in Fintech, merging human expertise with advanced technology to deliver a diverse range of financial products and services to countless businesses and individual clients. Our mission is to connect clients with solutions that safeguard and enhance their most valued assets, encompassing Insurance, Reinsurance, Cyber Services, Mortgage Origination, and beyond.
With a workforce exceeding 17,000 entrepreneurial professionals across 21 countries, Acrisure has experienced remarkable growth, escalating from $38 million to $4.3 billion in revenue within a decade. Our organizational culture is driven by an entrepreneurial spirit, fostering innovation, client focus, and an unwavering determination to succeed.
Position Summary:
The primary responsibility of this role is to support the agency in expanding the Personal Lines portfolio by optimizing the Southwest Platform processes and leveraging your expertise daily. The focus will be on delivering exceptional customer service while maintaining a sales-oriented mindset, identifying opportunities within the existing client base to enhance accounts and develop new business.
Key Responsibilities:
- Document every service interaction through computer systems.
- Organize and process incoming mail daily.
- Identify reasons for policy cancellations and take action to retain accounts.
- Stay informed about company underwriting guidelines and carrier rules.
- Assist in generating new business quotes during sales calls.
- Provide weekly reports on new business production.
- Prepare insurance summaries, schedules, and proposals for account evaluations.
- Conduct renewal activities as required.
- Verify policy and policy change details.
- Proactively seek opportunities to increase coverage or enhance accounts during service interactions.
- Assist walk-in clients with personal insurance needs appropriately.
- Facilitate communication regarding insurance claims between clients and carriers.
- Anticipate client needs and proactively reach out to renew and upgrade accounts.
- Build long-term relationships with clients and underwriters.
- Review new business applications from agents and provide necessary approvals.
- Collaborate with the Sales Department to maximize revenue opportunities.
- Maintain a positive work environment to enhance productivity.
Qualifications:
To excel in this role, candidates must demonstrate the ability to fulfill each essential duty effectively. The following qualifications are indicative of the knowledge, skills, and abilities required. Reasonable accommodations may be provided for individuals with disabilities.
Education and Experience:
- Associate degree or equivalent from a two-year college or technical school, or six months to one year of related experience and/or training.
- Proficient in writing basic correspondence.
- Capable of presenting information effectively in one-on-one and small group settings.
- Familiarity with Applied EPIC (Agency Management System), Microsoft Word, and Outlook.
- Ability to utilize and comprehend FSC rater.
- Mathematical skills to perform basic calculations and compute rates, ratios, and percentages.
- Possession of a valid Fire and Casualty license or Personal Lines Broker/Agent license issued by the state of California, Department of Insurance, with assistance from MIS.
- Ability to produce significant results with minimal wasted effort.
- Integrity in maintaining trust and confidentiality.
- Effective planning, organization, and scheduling skills.
- Ability to act decisively while maintaining professionalism.
- Commitment to fulfilling verbal and written agreements.
- Demonstrated perseverance and dedication to completing tasks.
- Proactive in suggesting new ideas and improvements.
- Adaptability to changing priorities and conditions.
- Consistent performance under pressure.
- Enthusiasm and a positive attitude towards work.
- Willingness to work diligently and extend hours when necessary.
- Receptive to feedback and able to handle criticism constructively.
The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made for individuals with disabilities.
- Moderate stress levels due to regular deadlines and daily challenges.
- High finger dexterity required for typing.
- Occasional lifting of up to 20 lbs.
The characteristics of the work environment described here are representative of those an employee may encounter while performing the essential functions of this job, with reasonable accommodations available for individuals with disabilities.
Work is conducted in a temperature-controlled, non-smoking office setting.
- Workstations consist of cubicles with moderately high partitions.
- The noise level in the office is typically moderate.
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