Description

Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market.

Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position.

Our Administrative Assistants (Admins) are responsible for maintaining excellence in document attaching / labeling, keeping mail / activities current.

We look for team members to embrace our philosophies / culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Job Summary :

Processing daily service requests while adhering to our department policies, workflows & procedures is the core responsibility of this position.

Our Administrative Assistants (Admins) are responsible for maintaining excellence in document attaching / labeling, keeping mail / activities current.

We look for team members to embrace our philosophies / culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.

Essential Duties and Responsibilities :

Distribute and / or attach electronic mail

Order Loss Runs

Order WC Experience Modification Worksheets

Pull MVRs (emailing to anyone outside of Acrisure is done by using a secure file)

Policy Checking

Monitor Certificate inbox and create activities

Create and send Certificate Holder Lists to the insured at renewal

Renew Policies in EPIC, including updating the policy number & estimated premium / commission fields

Audit processing

Claims follow ups

Maintain high quality of excellence and accuracy in document labeling according to our labeling standards

Prompt response to all email and voicemail correspondence

Pull policies, endorsements, audits, and other documents from carrier websites and attach them to the appropriate activity code in EPIC, creating activities in EPIC as needed

Process Notice of Cancellation notices according to specific instructions

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 essential functions.

Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)

Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information

Speaking (conveying information clearly and effectively) and Group Presentation

Appropriate Communication the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations

Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar, and punctuation is important)

Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)

Time Management (managing one's own time and respecting the time of others)

Prompt response to all email and voicemail correspondence

Document EPIC using clear, concise wording / notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.

Education and / or Experience :

Minimum of a High School Diploma

Valid California Property / Casualty license (preferred but not required)

Valid driver’s license & auto insurance

Technology Skills :

EPIC Agency Management System (preferred but not required)

Microsoft Word, Outlook, including Quick Parts, Excel

Microsoft Internet Explorer / Chrome / Firefox

Company online sites

Other Qualifications :

Honest & ethical behavior is important

Persistence in the face of obstacles

Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)

Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)

Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed)

Initiative (willing to take on responsibilities and challenges)

Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)

Achievement / Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)

Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)

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 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 represent those an employee may encounter while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Inside / remote office position

Majority of time spent sitting

High level of contact with others via email, phone, Teams / Zoom (online, camera facing, business work attire required)

Occasional meetings with clients, carrier visits / events & team members

LI-KS1

Pay Details : Hourly : $23 - $24

Hourly : $23 - $24

Last updated : 2024-05-13