Customer Service Associate (LiDAC Employee Benefits Solutions, LLC)



Accounting & Finance, Customer Service
Great Neck, NY, USA
Posted on Monday, March 13, 2023

Job Description

About Acrisure

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.

LiDAC an Acrisure agency partner located in Great Neck, Long Island, has a current need for a full-time Customer Service Associate. The principal responsibilities of this position are to assist Brokers / Agents with product placement solutions and customer service issues, while maintaining client data files, supporting specific accounts with administrative, marketing and underwriting resources in working with selected insurance companies, as applicable.

Essential Duties and Responsibilities:

  • Customer Response via Phone & Email – Inbound & Outbound

    • To Include: Process requests, changes, quoting and maintaining a book of business

  • Data Entry into Agency Management System with accuracy and attention to detail

  • Process communication, correspondence and materials related to policy changes, cancellation and reinstatements, certificates etc.

  • Processing, opening and distributing incoming and outgoing mail as necessary

  • Provide information to brokers and clients on available plan types and carriers

  • Outlook Utilization

  • Tasking, follow-ups to complete assignments

  • Training and website navigation

  • Book of Business Analysis / Reporting / Data Management

    • To Include: Project Assignments

  • General Office duties

    • To Include: Liaison to Building Personnel, Conference Room / Supply Room, Vendor Maintenance

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


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:

  • 1 to 2 years desired experience in the insurance industry preferred

  • Experience with client accounts and policy administration and service a plus. Including experience with DBL and PFL a plus

  • Proficient computer skills including: Word, Excel, MS TEAMS, Office 365, required

  • Prior experience with Agency Bloc a plus

Other Qualifications:

  • Strong customer service skills

  • Ability to type 50+ wpm

  • Adjusts quickly to changing priorities and conditions

  • Exhibits passion and excitement over work, has a can-do attitude

  • Often solicits feedback and reacts calmly to criticism or negative feedback

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. This is NOT a remote position

  • Workstations are cubicles with moderately high sides, three monitors and a headset

  • The noise level in the work environment is usually moderate


  • Medical/Dental/Vision/Life/ADD/STD/LTD/Travel and other many other voluntary options

Pay Details:

Annual Salary: $40,000 - $60,000

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

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.