Receptionist / CSR

Posted:
10/2/2024, 9:05:51 AM

Location(s):
Texas, United States ⋅ Roanoke, Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

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.

Responsibilities

  • Assist with incoming calls

  • Assist clients with applications/policies/premium payments/etc.

  • Collect renewal data on assigned accounts

  • Review new/renewal policies, endorsements and certificates to insure items were received as requested

  • Maintain accuracy of client data in agency management system (EPIC)

  • Document all activities in agency management system (EPIC)

  • Communicate with clients via phone and email

Qualifications

  • Strong organizational skills- ability to prioritize and initiative to execute task completion

  • Computer skills, specifically Microsoft Word, Outlook and Excel

  • Excellent verbal and written communication skills as well as strong interpersonal skills

  • Mathematical Skills: Ability to calculate figures and amounts such as premiums, commissions, and percentages

  • Work independently and as part of a team

  • Strong time management skills

  • Must be able to pass background check

Performance Expectations

  • Proficiency using agency management system – Employer will train

  • Ability to build and maintain good working relationships with prospective and current customers, underwriters, other company representatives and colleagues to ensure an outstanding level of customer satisfaction

  • Demonstrate ability to interact professionally with management and clients to promote a positive company image

  • Meet Acrisure’s standards for attendance and promptness

  • A strong sense of teamwork and cooperation with management and co-workers

Schedule

  • Full- time position

Education

  • High School Diploma or equivalent

  • 1 year office experience or associate degree

Benefits

  • 401(k) - 401(k) matching

  • Health insurance

  • Disability insurance

  • Life insurance

  • Paid time off

  • Professional development assistance

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.