Personal Lines Customer Service Representative

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 :

The Customer Service Representative is the primary contact for clients and responsible for providing effective customer service for personal lines customers by using excellent in-depth knowledge of the company’s insurance products.

Essential Duties and Responsibilities :

• Properly respond to all customer requests in a professional and courteous manner and on a timely basis.
• Initiate endorsements and other policy changes for customers.
• Process and transmit (via fax, email, or mail) necessary information to clients and brokers such as ID Cards, DEC pages, applications, quotes, etc.
• Assist applicants and brokers with completion of the application and required forms.
• Assist underwriting team to obtain information from clients and broker.
• Escalate customer service issues to management as needed.
• Assist with special projects.
• Provide assistance to clients to answer question and resolve issues, including billing questions and policy changes.
• Actively look to round out accounts by referring other value-added services.
• Review and re-write current accounts to carriers that will better fit the client’s needs.
• Maintain client information and files, including communication and activities in the agency management system.
• Keep abreast of changes in carrier plans and policies.
• Continue education as needed.
• Build relationships with clients, carriers, and agents.

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 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 / or Experience :

• High School Diploma or recognized equivalent is required.
• Property & Casualty Producer’s License preferred not required.

Computer Skills :

Basic PC skills including Word, Excel, and Outlook.

Other Qualifications :

• Excellent verbal and written communication skills are required.
• Must possess excellent organization skills.
• Ability to work with minimal supervision and as part of a team.

Physical Demands :

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.

Work Environment :

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.
30+ days ago