Commercial Lines Customer Service Representative (Burnham & Flower) jobs in United States
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Acrisure · 2 days ago

Commercial Lines Customer Service Representative (Burnham & Flower)

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services. The Commercial Lines Customer Service Representative provides service to customers and prospective customers, producers, underwriters, and brokers, while ensuring timely processing of applications and maintaining customer account information.

Financial ServicesInsuranceInsurTech

Responsibilities

Answers questions about existing policies via phone, USPS, and other delivery services such as email/fax
Collaborates with processing specialists and producers to process new business/renewal applications, providing a quote to the client
Processes renewals, changes and cancellations in a timely manner. Utilizes outside websites to enter applications
Updates renewal policy information in Agency database & processes transactions
Documents receipts of payments and collaborates follow up on past due payments
Collaborates with producers to reconcile monthly production reports. Collaborates with processor to ensure timely and accurate completion of responsibilities
Maintains prospect and customer account information in Agency database
Runs expiration reports on a monthly basis and coordinates renewals with producers
Collaborates with accounting personnel to reconcile/rectify accounts in the area of responsibility
Processes bonds (public officials/FHA/Notary, etc.)
Performs other duties as assigned

Qualification

Property/Casualty licensureCustomer service experienceMS Word proficiencyDatabase proficiencyMathematical skillsCommunication skillsAttention to detailOrganizational skills

Required

High school diploma or the recognized equivalent
Minimum three years successful customer service experience
Property/Casualty licensure, and related product knowledge required; otherwise, this licensure is to be obtained within one year of hire and maintained during employment term
Proficiency in personal computers, MS Word, Database (preferably Applied Systems) and Internet and electronic mail
Proficiency with standard calculators
Ability to build and maintain good working relationships with prospective and current customers, underwriters, other company representatives and colleagues to ensure an outstanding level of customer satisfaction
Outstanding communication skills, both written and oral
Strict attention to detail
High organizational skills, with the ability to multi-task and maintain organization in a fast-paced and ever-changing environment
Ability to maintain composure and professionalism under trying conditions
Ability to maintain discretion and confidentiality relative to information obtained while servicing prospective and current customers
Ability to read, analyze and interpret common professional documents, legal documents such as insurance policies, binders, etc., and manuals
Ability to respond to common inquiries or complaints from customers and managers
Ability to effectively present information to customers, colleagues and managers
Ability to calculate percentages and basic mathematical functions
Ability to collect data, define problems, establish facts, and draw valid conclusions
Ability to interpret and work with both abstract and concrete variables

Company

Acrisure

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Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.

Funding

Current Stage
Late Stage
Total Funding
$11.37B
Key Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B

Leadership Team

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Greg Williams
Co-Founder, Chairman & CEO
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Mark Wassersug
Chief Technology Officer
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Company data provided by crunchbase