Personal Lines Sales Support Specialist (QuickInsured)
Job Title: Personal Lines Sales Support Specialist
Location: Grandview Heights, OH
The Sales Support Specialist is part of the Personal Lines Sales Team and supports sales producers by handling the tasks and details required following a policy sale. This position ensures new policies are set up properly and takes care of any underwriting concerns/issues within the first 90 days of a new policy.
Issue new policies with each carrier as scheduled by producer.
Send out “Welcome” email and temporary proof of insurance to policy holder within 24 hours of issue.
Follow ups with clients as needed/requested by producers. Customer Service as needed
Document all customer interactions.
Communicate with underwriters to get an approval on placing new business with that carrier which may not be eligible based on information found during the quote process.
Work with underwriters to implement a plan to retain policies that are being cancelled due to underwriting concerns for first 90 days of new policies.
Obtain signatures on trailing documents requested by the agency and/or carrier
File documents into AMS as needed
Document in AMS by noting the activity, creating suspense’s as needed for follow up and attaching any relevant documents
Contact customer within 7 days of issuing to assist with signing applications, verify billing is correct, and policy is in good standing
Work with Sales Team to resolve client issues from new business within the first 90 days of policy
Verify that the customer has signed their insurance applications whether through carrier or DocuSign
Farm book of business for win-backs. Check for companion policies or cross-sell opportunities
Create target list out of current customer list to cross sell property casualty in addition to umbrella insurance policies.
Able to review policies for accuracy and offer improvements in coverage, in addition to options for available. discounts and opportunities for cross selling.
Ask for referrals from customers with good experiences.
Perform related duties as assigned by supervisor.
Maintain compliance with all company policies and procedures.
Previous customer service experience, over the phone preferred
Impeccable attention to detail, consistency and accuracy with all tasks
Multitasking and analytical skills
Innovative problem-solving skills and solution focused
Exceptional Communication Skills and able to project a professional presence over the phone
Ability to learn new computer systems with ease
Self-Motivated and resourceful, understanding how to prioritize
Skilled in Microsoft Office 2016 – Word, Excel, Outlook, PowerPoint etc.
Exceptional business writing skills and can visualize as well as convey a message into relevant and interesting content.
Bachelor’s Degree, Business preferred or equivalent experience
Licensed or ability to obtain proper insurance licenses
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.