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.

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 :

Receive notification of claims, review policy, account instructions and process claim to conclusion in accordance with agency and insurance carrier policies.

Responsibilities :

• Able to independently determine claim filing instructions for numerous insurance companies, report claim and follow up for adjuster contact and claim number, provide information to client.
• Ability to independently navigate numerous insurance carrier websites to follow up on claim status.
• Update financial data and reserves in Epic. Report to producer and agency management on large losses over $25,000 with details on reasons for reserve increases.
• Upon report of claim, proactive exposure recognition to set follow up diary accordingly. Active follow ups include potential coverage issues, total loss vehicles and large losses over $25,000.
• Follow up at or before 45 days to confirm correct handling of claim to include proper application of coverage, pursuit of subrogation, etc.
• Follow up on total loss vehicles and report to Account Manager if a total loss vehicle is not being retained, so vehicle can be removed from policy.
• Basic / Extensive knowledge of Person / Commercial Auto / Property / General Liability / Specialty liability policies.

Providing coverage interpretation of policies for guidance to producers / account managers / clients on potential coverage.

• Ability to interpret any type of Commercial policy to provide claim advocacy to clients. High level written and verbal persuasive communication skills necessary to plead for proper coverage of a claim to carrier adjusters, attorneys, and management of all skill levels.
• Provide guidance to producers / account managers / clients on hypothetical claim scenarios, often with high complexity, upon request.

Ability to interpret and explain coverage for all types of property and casualty insurance products offered by the agency.

• Provide updates on open claims for commercial clients upon producer request, either in advance of a client meeting or on a defined regular basis, to be determined with producer.
• Provide urgency, knowledge and empathy to clients suffering a large loss (such as a fire loss, cyber breach, etc.) with ability to provide guidance and set expectation for any claim scenario possible related to all property / casualty products offered by the agency.
• Enter phone notes / emails at time of call so notes are accessible to others. Set up and maintain activity list.
• Provide information on company survey.
• Develop positive working relationships with clients and company personnel. Work as a team with other staff members to achieve production and agency goals.
• Perform other specific duties and projects as assigned by departmentmanager.

Last updated : 2024-04-18