Insurance Customer Service Representative (LiDAC Employee Benefits Solutions, LLC)

About Acrisure Acrisure is a fintech financial services leader and among the worlds top 10 insurance brokerages.

Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution.

Acrisure employs over 14,000 employees across thirteen countries.

Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.

Acrisures massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

LiDAC an Acrisure agency partner located in Great Neck, Long Island, has a current need for a full-time Insurance Customer Service Representative.

The principal responsibilities of this position are to assist Brokers / Agents with product placement solutions and customer service issues, while maintaining client data files, supporting specific accounts with administrative, marketing and underwriting resources in working with selected insurance companies, as applicable.

Essential Duties and Responsibilities: Customer Response via Phone & Email Inbound & Outbound To Include: Process requests, changes, quoting and maintaining a book of business Data Entry into Agency Management System with accuracy and attention to detail Process communication, correspondence and materials related to policy changes, cancellation and reinstatements, certificates etc.

Processing, opening and distributing incoming and outgoing mail as necessary Provide information to brokers and clients on available plan types and carriers Outlook Utilization Tasking, follow-ups to complete assignments Training and website navigation Book of Business Analysis / Reporting / Data Management To Include: Project Assignments General Office duties To Include: Liaison to Building Personnel, Conference Room / Supply Room, Vendor Maintenance 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 Experience: 1 to 2 years desired in the insurance industry, preferred Previous experience with client accounts and policy administration and service, preferred Proficient computer skills including MS Word, Excel and Outlook Other Qualifications: Strong customer service skills Ability to type 50 wpm Adjusts quickly to changing priorities and conditions Maintains stable performance when under heavy pressure or stress Exhibits passion and excitement over work, has a can-do attitude Possesses a strong willingness to work hard and sometimes long hours to get the job done Often solicits feedback and reacts calmly to criticism or negative feedback 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, three monitors and a headset The noise level in the work environment is usually moderate Benefits: Medical/Dental/Vision/Life/ADD/STD/LTD/Travel and other many other voluntary options 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 Acrisures property, and Acrisure will not be obligated to pay a referral fee.

This includes resumes submitted directly to hiring managers without contacting Acrisures Human Resources Talent Department.

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