AP - Consultant (Southwest Platform)

Job Description

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

You will assist a Team Lead in ensuring clients day-to-day service expectations are met.

Requirements:

The primary objective of the role is to support the agency and their clients by leading in the following functions:

• Assist Team Lead with the entire account-service process.

• Prepare quotes and proposals.

• Maintain renewal controls on expirations and binders.

• Check and verify policies, endorsements, and audits for accuracy.

• Assist in coordinating premium financing and the collection of premiums.

• Assist in maintaining accurate and organized account files.

• Systematically use the agency’s databases to support sales and renewal processes.

• Assist with Claims reporting, management, and resolution.

• Other duties as assigned.

Education and/or Experience

• At least 3-5 years of independent agency experience

• Active California P&C License

• Strong Customer Service Skills

• Ability to simultaneously navigate coverage, claims, and accounting.

• Proficient in Microsoft Word & Excel

• Knowledge of various coverages including liability, property, crime, NOA, D & O, E & O, Hole in One, One-Day Events, Earthquake

• Knowledge of Hawksoft Database system or similar preferred

Work Environment & Physical Demands

Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones. Work is performed in an interior office environment.

About

Full-Time, Monday-Friday, 8:30AM-5:00PM

In-Person (preferred) / Hybrid

Pay Details:

Hourly: $30 - $36

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. 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.

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.