Job Description Job Title: Clerical Assistant Agency/Platform: Wholesale Platform Location: Stockton, CA 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: Under the direction of the manager and lead, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for M.J. Hall’s sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license. Immediate Supervisor: Manager This role is responsible to the Clerical Lead, Manager, Broker’s Assistants and Lead Broker(s) Essential Duties and Responsibilities: Take direction from and assist designated Broker’s Assistant(s) and Lead Broker(s) in all aspects Log in quote submissions Set up policies for typing Perform all tasks related to premium finance Compile all required documentation for the Policy Issuance Department for binding authority business Order inspections Responsible for daily mail (incoming and outgoing) Perform related duties as assigned Processing new, ongoing, or closed claims THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER, THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME. Education and/or Experience: Preferred: Two or more years of college and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU Basic knowledge of ISO Commercial General Liability form, preferred Basic knowledge of differences in property forms between Basic, Broad and Special, preferred Basic knowledge of Property/Casualty insurance industry, preferred Technology Skills Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook) Previous knowledge of Microsoft Teams and Agency Management Systems Knowledge of TIF documents Other Qualifications Able to work independently and enjoy a high degree of interaction with team members Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives Self-motivated and driven Fast but accurate worker with a high attention to detail Maintain a sense of urgency and ability to work with and meet deadlines Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance Demonstrates excellent time management and prioritization skills Attention to detail and commitment to a high level of accuracy The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information Ability to maintain a professional demeanor and positive attitude 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. High finger dexterity while typing documents and forms Occasionally lift up to 25lbs Sitting for extended periods of time 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 can be a combination of in office, hybrid and/or remote. When on-site work is done in a temperature-controlled, non-smoking office The noise level in the work environment is typically moderate We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off and 401k plan Pay Details: Hourly: $15 - $30 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. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place!