Customer Service Associate

Job Description

The principal responsibilities of this position are to assist Brokers / Agents with product solutions and customer service issues, while maintaining client data files, supporting specific accounts with administrative, marketing and underwriting resources in working with selected insurance companies, as applicable.

Duties and Responsibilities:

• Customer Response via Phone & Email – Inbound & Outbound
  • To Include:  Process requests, changes, quoting and maintaining a book of business
• Data Entry into Agency Management System with accuracy and attention to detail
• Process communication, correspondence and materials related to policy changes, cancellation and reinstatements, certificates etc.
• Processing, opening and distributing incoming and outgoing mail as necessary
• Provide information to brokers and clients on available plan types and carriers
• Outlook Utilization
• Tasking, follow-ups to complete assignments
• Training and website navigation
• Book of Business Analysis / Reporting / Data Management
  • To Include:  Project Assignments
• General Office duties
  • To Include:  Liaison to Building Personnel, Conference Room / Supply Room, Vendor                                     Maintenance       

JOB REQUIREMENTS:

• 1 to 2 years desired in the insurance industry preferred
• Experience with client accounts and policy administration and service
• Proficient computer phone, skills, word, excel. Articulate & Professional.
• Full Resume with all positions listed
• Benefits Include - Medical/Dental/Vision/Life/ADD/STD/LTD/Travel and other many other voluntary options

Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.