Responsibilities:

• Serves as primary processor of client-related documents and services.

• Utilizes standard processes to increase effectiveness and improve overall service delivery.

• Administers defined processes, analyze data, and suggests improvements.

• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes. 

• Negotiates with carriers on behalf of clients.

• Champions client cross-selling initiatives and develops customer accounts.

• Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting. 

• Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter. 

• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file. 

• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests. 

• Partners with the team to manage the workload and deliver exceptional customer service as defined by Acrisure's Customer Service Standards.

• Improves client satisfaction by meeting and exceeding customer service standards.

• Receives and responds to client calls and email requests per Customer Service Standards.

• Uses the Operating Systems (O.S.) as defined and enters needed information accurately and timely.

• Processes daily mail for agency; Applies necessary postage for outgoing mail, maintains the mailroom and all aspects of the mail machine; scans, indexes and distributes incoming mail/faxes and deliveries following appropriate confidentiality guidelines (as assigned).

• Handles incoming calls using a multi-line phone system, directing callers to the appropriate team member (as assigned).

Requirements: 

• Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located. 

• Ability to work toward professional designation. 

• Must be comfortable in an electronic environment with strong computer skills. 

• Strong working knowledge of Word, PowerPoint, and Excel. 

• Excellent people skills and ability to work well in a team environment. 

• Excellent verbal and written communication skills. 

• Strong organizational skills and attention to detail.                     

Education/Experience: 

• High school diploma (college preferred) 

• Bachelor’s Degree in a Business or related field OR equivalent relevant experience 

• A minimum of 3 years' experience within the insurance industry or business-related experience  

Physical Demands: 

• Position entails long periods of remaining stationary, whether in a seated or standing position 

• Must have access to a reliable source of transportation. Some travel may be required. 

• Frequent and extended screen exposure and a large amount of typing

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Parental Leave

• Generous time away