Commercial Lines Insurance Assistant
Acrisure, Uniondale, NY, United States
About Acrisure
A global fintech leader, Acrisure empowers millions of businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.
Job Summary Acrisure is seeking a Commercial Lines Insurance Assistant to join our growing team in the East Division. Insurance Assistants aid clients with service needs and make changes to existing accounts. They provide service and marketing support to the sales team to obtain new clients and retain existing ones while meeting service standards.
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.
Perform superior customer service 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.
Keeping 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, preferably in Commercial Lines
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
Education and Experience
High School diploma or equivalent required
Active Property & Casualty License
Pay Details 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.
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.
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Job Summary Acrisure is seeking a Commercial Lines Insurance Assistant to join our growing team in the East Division. Insurance Assistants aid clients with service needs and make changes to existing accounts. They provide service and marketing support to the sales team to obtain new clients and retain existing ones while meeting service standards.
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.
Perform superior customer service 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.
Keeping 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, preferably in Commercial Lines
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
Education and Experience
High School diploma or equivalent required
Active Property & Casualty License
Pay Details 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.
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.
#J-18808-Ljbffr