Personal Lines Insurance Customer Service Specialist
1 week ago
Acrisure is a global leader in the fintech industry, combining human expertise with cutting-edge technology to provide a wide range of financial products and services to millions of businesses and individuals. Our mission is to connect clients with innovative solutions that help them protect and grow their assets, including insurance, reinsurance, cyber services, mortgage origination, and more.
Job Summary:We are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team. As a key member of our sales department, you will be responsible for growing our Personal Lines book of business by maximizing the Southwest Platform processes and applying your knowledge on a daily basis. Your primary goal will be to provide world-class customer service while being sales-minded and identifying opportunities to round out accounts and create new business.
Essential Duties and Responsibilities:- Document all service telephone calls in a computerized system.
- Process incoming mail daily and file designated mail.
- Determine reasons for cancellations and take proactive steps to save accounts.
- Stay up-to-date on company underwriting guidelines and rules for all carriers.
- Participate in providing new business quotations to sales calls (overflow).
- Prepare weekly new business production reports.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Perform renewal activities as necessary.
- Verify policy and policy change information.
- Actively solicit increases in coverage or rounding out accounts through sales to clients at every service contact.
- Assist walk-in personal clients in the appropriate manner.
- Provide aid on insurance claims where there are communication problems or misunderstandings between the carrier/adjuster and our policyholder.
- Anticipate future needs and call on established clients to renew and upgrade accounts.
- Develop long-term business relationships with clients and underwriters.
- Accept and review new business applications from agents and sign off in their presence.
- Work together as a team to support the Sales Department to allow for maximum opportunity of revenue generation.
- Maintain a positive attitude and provide a pleasant work environment.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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 Experience:- An 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 situations to customers, clients, and other employees of the organization.
- Knowledge of Applied EPIC (Agency Management System), Microsoft Word, and Outlook.
- Ability to use and understand FSC rater.
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
- Maintain a valid Fire and Casualty license or Personal Lines Broker/Agent license issued by the state of California, Department of Insurance with the assistance of MIS.
- 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.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate stress due to regular deadlines and daily challenges.
- High finger dexterity while typing documents and forms.
- Occasionally lift up to 20lbs.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Work is done in a temperature-controlled, non-smoking office.
- Workstations are cubicles with moderately high sides.
- The noise level in the work environment is usually moderate.
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Long Beach, California, United States ACRISURE Full timeAbout AcrisureAcrisure is a global leader in the financial technology industry, combining human expertise with cutting-edge technology to provide a wide range of financial products and services to millions of businesses and individuals worldwide. Our mission is to connect clients with innovative solutions that help them protect and grow their assets,...
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Long Beach, California, United States ACRISURE Full timeAbout AcrisureAcrisure is a global financial services leader that combines the best of human expertise and advanced technology to offer a wide range of 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...
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Long Beach, California, United States ACRISURE Full timeAbout AcrisureAcrisure 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 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...
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