Location: San Francisco,CA, USA
Job Description
Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 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. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.
Responsibilities:
Client Relationship Management:
* Develop and maintain strong relationships with clients to understand their unique insurance needs and provide tailored solutions.
* Act as the primary point of contact for clients, ensuring exceptional service and satisfaction.
* Innovatively address client challenges by leveraging a wide range of products and services, from traditional insurance policies to emerging fintech solutions to enhance client portfolios.
* Prepare and deliver compelling presentations, tailored to address specific client needs and demonstrate our value propositions.
Policy Analysis and Underwriting:
* Analyze client policies and risk exposure to recommend appropriate coverage and limits.
* Collaborate with underwriters to negotiate terms and conditions that meet client needs.
* Ensure all policies comply with industry regulations and standards.
* Ensure timely and accurate processing of policy renewals, endorsements, and claims. Maintain accurate and up-to-date client records and documentation.
Team Collaboration:
* Work collaboratively with other members of the General Industries Practice Group to share insights and best practices.
* Mentor and support junior team members to develop their skills and knowledge.
* Manage associates and keep track of service deadlines to ensure timely delivery of services and client satisfaction.
* Coordinate with cross-functional teams to ensure alignment on business development initiatives.
* Participate in industry events, conferences, and networking opportunities to build professional relationships.
Requirements:
* Active Property & Casualty License Required
* Strong organizational skills - ability to prioritize and be proactive
* Computer skills, specifically Microsoft Word, Outlook and Excel
* Excellent verbal and written communication skills as well as strong interpersonal 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
* Applied Systems / EPIC experience is required
* Knows and applies principles of insurance to everyday situations.
Communication Skills
* Active Listening (giving full attention to what other people are saying, taking time to understand the points being made, and asking appropriate questions)
* Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information
* Speaking (conveying information clearly and effectively) and Group Presentation
* Appropriate Communication - the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations
* Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar and punctuation is important)
* Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)
* Time Management (managing one's own time and respecting the time of others)
* Prompt response to all email and voice mail correspondence
* Document EPIC using clear, concise wording/notes, such that if another person was to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.
Work Environment
* Inside/remote office position
* Majority of time spent sitting
* High level of contact with others via in-person, email, phone, Teams/Zoom (online, camera facing, business work attire required)
* Meetings with clients, carrier visits/events & team members
Work Style & Values
* Honest & ethical behavior is important
* Persistence in the face of obstacles
* Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
* Self-control (must be able to maintain composure, keep emotions in check, control anger, avoid aggressive behavior, even in difficult situations)
* Dependability (reliable & responsible in keeping commitments, even after the mood the commitment was made in may have passed)
* Initiative (willing to take on responsibilities and challenges)
* Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)
* Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)
* Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)
Education/License/Experience Pre-requisites:
* Minimum of a High School Diploma
* Valid California Property/Casualty license
* Valid driver's license & auto insurance
* 8+ years of experience in commercial lines
* Insurance designation (CPCU, CRM, or CIC preferred)
* Experience in the following industrires: Non-profits, Healthcare, Stores, Real Estate/LRO.
Benefits & Perks:
* Competitive Compensation
* Industry Leading Healthcare
* Savings and Investments
* Charitable Giving Programs
* Opportunities for Growth
* Parental Leave
* Generous time away
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Pay Details:
Annual Salary: $95,000 - $115,000
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.