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Customer Service Agent (Woodcreek Insurance Services)
Acrisure LLC Roseville, CA
$60k-78k (estimate)
Full Time | Insurance 2 Months Ago
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Acrisure LLC is Hiring a Customer Service Agent (Woodcreek Insurance Services) Near Roseville, CA

Job Description
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.
Woodcreek Insurance Services is a full-service independent insurance Agency with access to hundreds of Auto, Home, and Commercial insurance programs. The companies they have access to are built on strength, security, and solutions with superior ratings for their claims paying ability and financial strength. Woodcreek Insurance offers all types of Personal Insurance coverages to their clients in California including Auto Insurance, Homeowners Insurance, Motorcycle Insurance, Boat & Watercraft, and Flood Insurance.
Woodcreek Insurance Services, an Acrisure agency partner, has a current need for a full-time Customer Service Agent. This individual will be responsible for selling, soliciting, servicing, differentiating, and negotiating insurance plans that match the prospect’s needs. The goal is to build up strong positive relationships, to ensure growth attainment and increase the firm’s reputation.
Essential Duties and Responsibilities:
  • Prospect, quote, and sell new business policies to incoming prospects
  • Cross-sell existing customers to round out accounts
  • Service existing customers ongoing needs
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Maintain bookkeeping systems, database, and records
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements
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 Experience:
  • High school diploma or the recognized equivalent, required
  • Must have active California P&C License, or willing to obtain upon hire, required
  • Must be computer proficient and able to work in a paperless environment, required
  • Proven working experience as an insurance agent, preferred
  • Familiarity with all types of Personal and Commercial insurance plans
  • Bilingual (Spanish), required
Other Qualifications:
  • Strong multi-tasking ability
  • Proven ability to work with goals
  • Demonstrated ability to communicate, present, influence, and sell effectively
  • Experience in delivering client-focused solutions in creating long-lasting relationships
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.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, 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.
For more, visit
www.Acrisure.com
or learn more
here
.
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.
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.
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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$60k-78k (estimate)

POST DATE

02/18/2023

EXPIRATION DATE

07/13/2023

WEBSITE

acrisure.com

HEADQUARTERS

GRAND RAPIDS, MI

SIZE

1,000 - 3,000

FOUNDED

2003

TYPE

Private

CEO

GREGORY L WILLIAMS

REVENUE

$1B - $3B

INDUSTRY

Insurance

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Acrisure is an insurance brokerage firm that provides personal and commercial insurance products for individuals and businesses.

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