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Commercial Lines Service Assistant

Summary: 

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine.  We have 100 locations across the US and continue to grow every month.  To fuel that growth we have another exciting opportunity as a Commercial Lines Service Assistant with Beckerman & Co., and Acrisure Agency Partner.  This position is responsible for proving prompt, accurate, and courteous support to clients and coworkers.

Essential Duties and Responsibilities:

  • Follow up on policy cancellations and billing issues
  • Pull policies from system
  • Perform data entry into Agency Management System (AMS360)
  • Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities on a consistent basis.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
  • Keep informed regarding agency procedures to continuously improve knowledge and performance.

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 Diploma or the equivalent is required, college degree preferred
  • Must Possess an active P&C license

Computer Skills:

  • Proficiency with PC skills including Microsoft Office Suite and internet are required

Other Qualifications:

  • Strong verbal, written, and interpersonal skills are essential
  • Must be organized and have the ability to prioritize work to meet deadlines
  • Ability to effectively work with others to create a positive, team-oriented environment

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.
  • Work stations are cubicles with moderately high sides.
  • The noise level in the work environment is usually moderate.
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