Acrisure LLC Personal Lines Customer Service Representative in New York, New York

Summary:

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 300 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We are currently looking to add our team with an exciting opportunity as a Personal Lines Customer Service Representative at Demetriou General Agency, Inc., an Acrisure Agency Partner.

DGA provides a comprehensive product suite in both commercial and personal lines. We pride ourselves on service. The agency was established in 1925 by the great grandfather of the agency?s current principals. DGA is located in Downtown New York. The wholesale agency is a leader in property and casualty insurance.

The Personal Lines CSR is responsible for supporting the activities of the Personal Lines Account Team. This position will be expected to provide prompt, accurate, and courteous support service to clients and coworkers.

Essential Duties and Responsibilities:

  • Prepare comparative quotes utilizing online rating systems with carriers or through accurate applications to be submitted to carriers

  • Process endorsements, and policy changes

  • Ensure the accuracy of all information downloaded by broker and carriers into the Agency Management System.

  • Enter accurate data into agency management system in timely manner

  • Communicate with brokers on day-to-day activity in a professional manner

  • Address any Billing questions

  • Enter new broker information into agency management system

  • Transfer new business opportunities to the appropriate Personal Lines Account Executive

  • Manage activities in agency management system in timely manner

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/or Experience:

  • High School Diploma or the recognized equivalent, required

  • Minimum of 1 year of customer service experience in an office setting, required

  • Minimum of 3 years of experience in Property & Casualty Insurance, preferred

  • Active Property & Casualty Insurance License, preferred

Technology Skills:

  • Strong administrative and computing skills, including Microsoft Office (Word & Excel)

  • Vertafore AIM, Imageright or similar agency management software experience, preferred

  • Experience with using carrier online portals/systems. preferred

Other Qualifications:

  • Able to work independently and enjoy a high degree of interaction with team members

  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

  • Self-motivated and driven

  • Maintain a sense of urgency and ability to work with and meet deadlines

  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

  • Demonstrates excellent time management and prioritization skills

  • Attention to detail and commitment to a high level of accuracy

  • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information

  • Ability to maintain a professional demeanor and positive attitude

Physical 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 challenges.

  • High finger dexterity while typing documents and forms

  • Occasionally 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.

  • Work stations are cubicles with moderately high sides.

  • The noise level in the work environment is usually moderate.