Customer Service Representative - Personal Lines (Northwest Platform)

Acrisure
Hybrid work in Boulder, CO
14 days ago

Job Description

Job Description
Job Title: Personal Lines Customer Service Representative
Location: Hybrid - Boulder, CO
Pay Rate: $25.64 per hour
About Us:
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:
Provide support to Personal Lines Account Managers on assigned accounts. Support Producer(s) and Account Managers in writing new business and retaining renewals. The account size for this position ranges from $10,000 - $150,000.
Responsibilities:
  • Perform daily service on assigned task by Account Manager, Account Executive or Producer within Acrisure procedures:
    • Account transactions including ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
    • Respond to client inquiries, incoming mail, and company request needs on a timely basis.
    • Collect renewal data on assigned accounts.
    • Review new/renewal policies and endorsements to insure items were received as ordered.
    • Maintain accuracy of client data in Acrisure’s management system
    • Document all activities in EPIC
    • Understand and utilize upload, download and interface technology
  • Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
  • Keeping Producers and Account Managers informed of all important activities on their accounts including being sensitive to potential problems and informing management
  • Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
  • Maintain knowledge of current underwriting requirements of contracted insurance carriers
  • Maintain knowledge of policy provisions and any changes in these provisions
  • Complete other functions and assignments as assigned including back-up duties.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements:
  • Active Property & Casualty License or ability to obtain one within 60 days of hire date
  • Strong organizational skills- ability to discern priority and initiative
  • Computer skills, specifically Applied TAM, 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 discounts, interest, premiums, commissions, proportions, and percentages.
  • Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
Education/Experience:
  • High School diploma required, Associate Degree or higher preferred
  • CPCU or special training course completion a plus.
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
Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.
For more, visit
www.Acrisure.com
or learn more
here
.
#LI-Hybrid
Pay Details:
Hourly: $26 - $28
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
.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.

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