About Acrisure

Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries. 

Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

We have another exciting opportunity for a Commercial Lines Customer Service Representative at Forerunner Insurance Group, an Acrisure Agency Partner. This position will be responsible for servicing assigned accounts within the Commercial Lines Division while acting as a liaison between our customers and our company. The successful candidate will demonstrate the ability to master product knowledge related to the products we service.

Essential Duties and Responsibilities:

• Answer insured’s questions received via phone call or email
• Process changes to insurance policies
• Issue certificates of insurance
• Bill endorsements in agency management systems. This function may involve reviewing the insured’s account, obtaining finance agreements and collect payment from the insured.
• Report insured’s claims to carrier and follow up
• Monitor pending cancellations
• Enter and maintain information in agency management system accurate including driver/vehicles schedules
• Notate all correspondence, email, phones calls, etc. in agency management system
• Flagging suspense and pending items in agency management system for follow-up with insured or carrier
• Assist Account Manager with renewals and rewrites
• Provide back up for other agency CSRs
• Ensure the accuracy of the information in the agency management system
• Communicate with clients on day-to-day activity in professional manner
• This description is not meant to be all-inclusive and may be modified from time to time 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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• High school or the recognized equivalent in education and experience, required
• Possession of a 440 CSR or 220 General Lines insurance license, or willingness to obtain with 90 days or hire, required
• Three years insurance experience, preferred

Technology Skills:

• EPIC or similar agency management software experience, preferred
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members
• Self-motivated and driven
• Demonstrate effective written and verbal communication
• Demonstrates excellent time management and prioritization skills to meet deadlines
• Attention to detail and commitment to a high level of accuracy

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 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 is done in a temperature-controlled, non-smoking office
• The noise level in the work environment is usually moderate

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.