Commercial Lines Insurance Specialist

Responsibilities

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, proposals, renewals, follow-up, and correspondence.
• Respond to client inquiries and company requests on a timely basis.
• Become proficient in carrier websites for quoting when remarketing an account or adding additional lines of coverage.
• Keep your desk and files organized at all times.
• Properly utilize the management system to keep track of all pending items.
• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
• Collect renewal data on assigned accounts.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download and interface technology.
• Keep Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments as assigned including back-up duties.

Requirements

• Minimum of 2 years of experience in insurance or financial services industry required, preferably in Commercial Lines (Small to Middle Market)
• Strong organizational skills- ability to prioritize and be proactive
• Computer skills, specifically Microsoft Word, Outlook and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
• Applied Systems / EPIC experience highly preferred

Qualifications

• High School diploma or equivalent required
• Active Property & Casualty License required

Skills

Not specified

Benefits

Not specified

Pay

The base compensation range for this position is $65,000 - $80,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

Not specified

Employee Benefits

• 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.

Recruitment Fraud Notice

Not specified