Personal Lines Customer Service Representative (Insurance Advisors)

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 500 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.

We are currently looking to add our team with an exciting opportunity for a Personal Lines Customer Service Representative at Insurance Advisors , an Acrisure Agency Partner.

This position will be responsible for providing prompt, accurate, and courteous support to clients and coworkers.

Essential Duties and Responsibilities :

Data Entry in the agency management system

Receive, review and document correspondence (phone, email, mail, fax, etc.) in agency management system, according to agency guidelines

Review renewal lists on a daily basis and take appropriate action

Scanning, processing, and attaching documents in agency management system

Answer phones, and direct calls to appropriate contact.

Service existing clients with their insurance policies.

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 recognized equivalent, required

P&C insurance license, preferred, but can be obtained at later date

Minimum of one year work experience in a professional office setting, required

Technology Skills :

Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications :

Able to work independently and enjoy a high degree of interaction with team members

Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

Self-motivated and driven

Maintain a sense of urgency and ability to work with and meet deadlines

Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

Demonstrates excellent time management and prioritization skills

Attention to detail and commitment to a high level of accuracy

The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information

Ability to maintain a professional demeanor and positive attitude

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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