Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry. 

Job Summary: 

Processing daily service requests, renewal requests, and at times setting up the certificate activities, while adhering to our department policies, workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members. 

Essential Duties and Responsibilities: 

• Monitor Certificate Inbox 

• Create Activities  

• Issue daily/standard certificates 

• Issue renewal certificates 

• Update endorsements as needed 

• Document activities in agency management system 

• Update CSLB website 

• Upload certificates to various entities portals, when needed  

• Collaborate with Account Managers and Producers to satisfy certificate insurance requirements 

• Comply with agency standards, policies and procedures 

This description is not meant to be all-inclusive and may be modified 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 accommodation may be made to enable individuals with disabilities to perform essential functions. 

• Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions) 

• Professional correspondence (clear, concise, and without errors) with internal and external clients to obtain or provide information 

• Speaking (conveying information clearly and effectively) and group presentation 

• Appropriate Communication – the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations 

• Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar and punctuation is important) 

• Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems) 

• Time Management (managing one's own time and respecting the time of others) 

• Prompt response to all email and voice mail correspondence 

• Document EPIC using clear, concise wording/notes, such that if another person was to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients. 

• Meet or exceed standard metrics set in place by the department  

Education and/or Experience: 

• Minimum of a High School Diploma 

• Valid California Property/Casualty license 

• Experience issuing certificates for all industry types  

• Experience issuing construction certificates is a plus 

Technology Skills: 

• PC Computer (including strong typing skills) 

• EPIC Agency Management System (required) 

• Microsoft Word, Outlook, including Quick Parts, Excel 

• Microsoft Internet Explorer/Chrome/Firefox/Edge 

• CSR24 is a plus 

Other Qualifications: 

• Honest & ethical behavior are important 

• Persistence in the face of obstacles 

• Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude) 

• Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations) 

• Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed) 

• Initiative (willing to take on responsibilities and challenges) 

• Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations) 

• Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks) 

• Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results) 

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 represent those an employee may encounter while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Inside/remote office position 

• Majority of time spent sitting 

• High level of contact with others via email, phone, instant messaging 

• Online video meetings such as MS Teams/Zoom (camera facing, engaged in the meeting and business work attire required) 

• Occasional meetings with team members 

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