Customer Service Agent (Peninsula General Insurance Agency)
Company: Acrisure LLC
Location: Torrance
Posted on: January 22, 2023
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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 www.Acrisure.com 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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