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 :

This position will manage an assigned High Net Worth personal lines client book of business, renewal process, preparation of proposals and account summaries, and enter client activity in the agency system.

Responsibilities

Renewal process, preparation of proposals and account summaries, data entry of client activity in the agency system.

Process High Net PL policies.

Exercise judgment and discretion in important matters.

Meet with clients as needed.

Receive and respond to all calls, faxes, emails, and mail promptly.

Organize and prioritize workflow. Process certificates, policies, endorsements, and other related items; verify accuracy and forward to the client with appropriate correspondence.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements

Strong PC skills including Microsoft Office, Outlook, Excel, and PowerPoint, required.

High attention to detail and organization skills.

Excellent communication skills.

Ability to multi-task in a fast-paced environment.

Strong problem-solving skills.

Ability to interact with diverse personalities.

Last updated : 2024-04-28