Acrisure

Commercial Lines Marketing Specialist

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: RYE BROOKNew YorkUnited States

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Salary

💰 $65,000 - $82,000 per year

About the role

  • 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
Benefits
  • Comprehensive medical insurance, dental insurance, and vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurancefinancial servicesaccount transactionscustomer serviceunderwritingpolicy provisionsdata accuracyproblem solvingorganizational skillscommercial lines
Soft Skills
communicationinterpersonal skillsproactiveprioritizationverbal communicationwritten communicationattention to detailsensitivity to problemsadaptabilityteam collaboration