Customer Service Associate (LiDAC Employee Benefits Solutions, LLC)
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
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
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 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.