Administrative Assistant

Job Description

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.

Job Summary:

Broad knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Specializes in providing administrative support for a department or group of individuals. May include coordinating meetings, ordering supplies and equipment, processing mail, managing calendars, processing payroll for staff non-exempt employees, and running reports. Makes travel arrangements and processes expense reports using Concur for all executives. At this level the employee is supporting small to mid-size departments.

Mission of the Personal Lines Customer Service Administrative Assistant

To assist the agency in growing the Personal Lines book of business by maximizing the MAPY/AWLE processes and applying your knowledge on a daily basis. To focus on providing world class customer service to our “internal” as well as external customers and watching for opportunities to round out accounts as well as supporting producers and CSR’s/CSA’s.

Essential Duties and Responsibilities include the following: (Other duties may be assigned)

Basic Administrative Duties include:

• Mortgagee/loss payee letters

• Auto ID request (Existing clients only needing copies)

• Cancellation Calls (outgoing calls on pending non pay notices)

• Expiration/renewal list

• Move policies

• Payment calls

• Backup reception desk (including breaks, lunch and unscheduled absences)

• Photo distribution

• Daily outgoing mail

• Distribution of DOW weekly rate requests and monthly rate confirmations

• Sales stats

• Maintenance of “How to” and “Training Tools” binders

• Month End reports

Non-Download Data Entry Duties include:

• Data entry for all non-downloaded policies – Renewals/Endorsements/New Business

Cancellation Duties include:

• All agency downloads + manually assign

• Pull all NOC’s from Carrier websites – File for 5 days prior to X-date-file by date in paper port

• Mercury Download report – Run and distribute accordingly

• Today’s Cancellations – Check for paid/reinstated.  If not, distribute between assistants to call (see basic duties above)

• Suspense/logging lost business 60 days out

• Weekly Cancellation

Report Accounting Duties include:

• Pull, sort and process all commission statements

• Assign accounting policies

• Accounting deposits

• Small miscellaneous accounting projects

Technology Duties include:

• Carrier login maintenance

• Download policy maintenance

• Small IT assistance

Qualifications

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/or Experience

Associate degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have knowledge of the following: EPIC and Microsoft Word for word processing and Outlook for email.

Certificates, Licenses, Registrations

No license is required for this position.

Other Qualifications

It is the responsibility of the employee to comply with the items in this description. If for ANY reason the employee is unable to comply with any of the proceeding, it is the employee's responsibility to advise a manager immediately of the situation.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to type and talk or hear. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision.

Work Environment

The work environment characteristics described here are representative of those

an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Pay Details:

Hourly: $20 - $21

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.