Customer Service Representative (Wholesure) at Acrisure

Stockton, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Provide a positive experience to external customers in a fast-paced customer service environment
Manage requests via email, phone, and online chat features (50% phone handling expected)
Establish a strong working relationship with external customers as well as internal colleagues to aid in a consistent and successful customer service experience
Provide excellent customer service while upholding the organization's SLA

Responsibilities

Pull electronic mail daily and record in agency management system
Monitor agency management system for misapplied mail and activities
Assist with customer inquiries via phone, email, and online chat
Assist Underwriting with Renewal Information Requests
Process applications, policies, endorsements, binders, certificates, loss runs, audit requests, and other items related to the servicing of clients
Request routine policy adjustments as directed by Account Manager
Report claims to the carrier
Provide support to Producers including preparing presentations and proposals
Perform data entry in the agency management system
Process policies including pulling policies from websites and attaching in the agency management system, check policy for accuracy (comparing to proposal and agency management system), handle corrections according to agency guidelines, and transmit policies electronically to client
Review Activity follow up list on a daily basis and take appropriate action
Consistently establish and maintain high levels of trust and confidence with Account Service team by promptly responding and resolving service requests and issues
Other duties may be assigned

Skills

Customer Service

Phone Handling

Email Management

Online Chat

Data Entry

Agency Management System

Policy Processing

Endorsements

Certificates

Loss Runs

Claims Reporting

Underwriting Support

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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