Customer Service Representative, Commercial Lines jobs in United States
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Acrisure · 1 month ago

Customer Service Representative, Commercial Lines

Acrisure is a global fintech leader empowering businesses with innovative solutions. The Customer Service Representative will serve as a primary point of contact for transportation industry clients, performing routine tasks under supervision and supporting coverage strategies.

Financial ServicesInsuranceInsurTech

Responsibilities

Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to:
Issue Proofs of Insurance (Certificate, Evidence, Auto ID)
Respond to client inquiries, incoming mail, and company request needs on a timely basis
Request changes on behalf of client
Review new/renewal policies and endorsements to insure items were received as ordered
Process audits, cancellations, and other client-related documents
Maintain accuracy of client data in agency management system (EPIC)
Document all activities in agency management system (EPIC)
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
Complete other functions and assignments as assigned

Qualification

EPIC experienceP&C Insurance LicenseMicrosoft WordMicrosoft ExcelMathematical skillsReasoning skillsOrganizational skillsVerbal communicationWritten communicationInterpersonal skillsInitiative

Required

Strong organizational skills- ability to discern priority and initiative
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
EPIC experience a plus
High School diploma required, Associate Degree or higher preferred
Ability to obtain P&C Insurance License

Preferred

Associate Degree or higher preferred

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
A complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

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