Job Description
Job Title: Commercial Insurance Assistant
Agency/Platform: Hoffman Brown Company
Location: Sherman Oaks, CA
About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.
We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.
3 billion in revenue in just over ten years.
Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Responsibilities:
Check company audits for accuracy and review policy checklists.
Request endorsements from companies, review them when received for accuracy, and process endorsements when received.
Issue liability certificates and property evidences of insurance.
Email insured's policies, endorsements, audits, etc.
Send company loss control reports to clients and ask for recommendation compliance.
At least one year's experience in the Epic agency management system including how to update applications with all policy changes requested throughout the policy term, use the activity system to follow up for pending items, and able to attach policies, endorsements, emails and all correspondence in Epic with the proper label.
Perform other duties as assigned by Account Managers or Management.
Seek advice from Account Manager with any problems with their accounts.
Computer skills necessary to perform essential job duties: creating a Word document, creating a basic Excel document with columns and addresses.
Assist in the renewal marketing process including:
Know how to request updated renewal information from clients according to line of business.
Online rate with all available markets
Order 5 year loss history
Order MVRs
Follow up for renewal quotes
Qualifications:
Current Property & Casualty Broker/Agent License.
Commercial Insurance knowledge with at least three year's industry experience
Minimum High School diploma, some college preferred.
Excellent business communication and organizational skills.
Excellent communication and organization skills
High School Diploma
Computer skills necessary to perform the essential functions of the job (i.
e.
spreadsheets, database, word processing and insurance software)
Pay Details:
Annual Salary: $60,000 - $70,000
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.
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