Employee Benefits Customer Service Representative- Small Groups (ECS)

Acrisure

Acrisure

Accounting & Finance, Customer Service
Westerville, OH, USA
Posted on Monday, March 13, 2023

Job Description

Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 500 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.

Educators Consulting Services, an Acrisure Agency Partner, focuses predominantly on helping school districts find the most economical employee benefits program suitable for their district’s unique needs. To accommodate our growth, we are hiring a Customer Service Representative for our Small Groups department in Westerville, OH

Essential Duties and Responsibilities:

  • Communicate with clients on day-to-day activity in professional manner to assess their needs

  • Educate clients and agents on the FormFire process

  • Request proposals

  • Analyze quotes

  • Assist client in the decision making process

  • Submit enrollment to carrier

  • Work with agent

    • Educate on group market options

    • Assist in sales

    • facilitate agent commission splits if applicable

  • Post enrollment follow-up with clients

  • Respond to employee questions

  • Visit with clients

  • Manage renewal process

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 in education and experience, required

  • Prior office experience, preferred

Technology Skills:

  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

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 multitask, prioritize, work independently, and use discretion surrounding sensitive information

  • Ability to maintain a professional demeanor and positive attitude

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

  • The noise level in the work environment is usually moderate

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.