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Customer Service Agent (Peninsula General Insurance Agency)

Company: Acrisure LLC
Location: Torrance
Posted on: January 22, 2023

Job Description:

Acrisure is a fintech financial services leader and among the world's top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries. Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure's massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. Serving Torrance, the South Bay, Los Angeles, Southern California and all of California for the past 32 years, Peninsula General has saved millions of dollars for their clients!Offering preferred auto insurance and home insurance policies with A+ rated companies such as Mercury Insurance Group and Safeco Insurance, our Torrance Insurance Agency shops your rates with over 15 companies to find you the lowest cost with the best coverage.Peninsula General, an Acrisure agency partner, has a current need for a full-time Customer Service Agent. This individual will be expected to assist the agency in growing the Personal Lines book of business by maximizing the MIS processes, applying your knowledge daily. This individual will need to focus on providing world class customer service while being sales minded. Additionally, they will be expected to watch for opportunities in the current book to round out accounts, as well as supporting procedures. Essential Duties and Responsibilities:Computer documentation of every service telephone call Transactionally file designated mail, and process incoming mail dailyDetermine reasons for cancellations, act to save accountsStay current and understand company underwriting guidelines and rules for all carriersParticipate in providing new business quotations to sales calls (overflow)Provide weekly new business production reportsPrepare summaries of insurance, schedules, and proposals as needed for account reviewPerform renewal activities as necessary Verifying policy and policy change informationActively solicit increases in coverage or rounding out accounts through sales to clients at every service contact Assist "walk-in" personal clients in the appropriate manner Provide aid on insurance claims where there are communication problems or misunderstandings between the carrier/adjuster and our policyholderAnticipate future needs, and call on established clients to renew and upgrade accountsDevelop long-term business relationships with clients and underwriters Accept and review new business applications from agents and "sign off" in agent's presenceWorking together as a team to support the Sales Department to allow for maximum opportunity of revenue generation Maintain a positive attitude providing a pleasant place to work and increased productivity 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 Experience:Associate degree or equivalent from two-year college or technical school, or six months to one-year related experience and/or training Ability to write simple correspondence Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organizationHave knowledge of Applied EPIC (Agency Management System), Microsoft Word, and OutlookMust be able to use and understand FSC raterAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentMaintain a valid Fire and Casualty license or Personal Lines Broker/Agent license issued by the state of California, Department of Insurance with the assistance of MIS Other Qualifications:Able to produce significant output with minimal wasted effortDoes not cut corners unethically, earns trust and maintains confidencesPlans, organizes, and schedules in a productive mannerMoves quickly and takes a forceful stand without being abrasiveLives up to verbal and written agreementsDemonstrates tenacity and willingness to go the distance to get something doneActs without being told what to do, and brings new ideas to the companyAdjusts quickly to changing priorities and conditionsMaintains stable performance when under heavy pressure or stressExhibits passion and excitement over work, has a can-do attitudePossesses a strong willingness to work hard and sometimes long hours to get the job doneOften solicits feedback and reacts calmly to criticism or negative feedbackPhysical 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 challengesHigh finger dexterity while typing documents and formsOccasionally 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 Workstations are cubicles with moderately high sides Hybrid work schedule is available for qualified applicantsAcrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, in its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital. For more, visit or learn more here. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisure's Human Resources Talent Department.

Keywords: Acrisure LLC, Torrance , Customer Service Agent (Peninsula General Insurance Agency), Sales , Torrance, California

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