Associate I - Surplus Lines

Posted 2 Days Ago
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Grand Rapids, MI, USA
In-Office
Junior
Fintech • Software • Financial Services
The Role
Supports surplus lines regulatory and multi-state tax compliance by initiating submissions, verifying documents, maintaining confidential records, executing tax reports, and providing accurate administrative assistance. The role requires customer service, problem-solving, communication, Excel proficiency, independent work, multitasking, and overtime availability during peak periods.
Summary Generated by Built In

About Acrisure

A global Fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. 

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary: 

Our vision for the future is clear. We have limitless potential to achieve unprecedented success in the insurance industry.  To achieve our opportunity, a best-in-class Acrisure Licensing team must support us.  To fuel our growth, Acrisure is looking to supplement its team with a new opportunity for a Surplus Lines Associate in its Regulatory Affairs Department who possesses a passion for customer service, strong computer skills, and an eye for detail.  This role will provide comprehensive support to employees, leaders and agency partners with a high degree of customer satisfaction, expertise, and timeliness.

Responsibilities:

The following description is not meant to be all-inclusive and may be modified from time to time at the discretion of management:

  • Initiates tax compliance submissions as assigned by senior team member

  • Verifies the applicability and accuracy of all tax compliance documents received and filed

  • Maintains day-to-day regulatory documents in an organized and timely fashion at the direction of the team

  • Maintains confidences and protects operations by maintaining a high degree of confidentiality with all sensitive information and assigned tasks

  • Remains informed of multi-state tax requirements

  • Execute and utilize tax reports as needed

  • Possesses the ability to interpret and apply best practice to meet unique business needs

  • Maintains current knowledge of team responsibilities and is cognizant of the team’s function by supporting the success of the team through effective and accurate administrative assistance

  • Resolves limited and non-routine problems as required

  • Other tasks and duties as assigned by supervisor

Requirements:

  • Must possess strong computing skills, including Microsoft Office and, specifically, Excel

  • Must be able to work independently after given instructions and guidance and enjoy a high degree of interaction with team members

  • Must have a high level of problem-solving capacity

  • Must be self-motivated and driven

  • Must communicate effectively – both in writing and orally

  • Must be willing and able to work overtime, particularly between September and December

Education and Experience:

  • Associate’s degree or higher is preferred, but equitable work experience will be accepted

  • Enrollment in a degree program in pursuit of an associate’s degree (or higher) will be considered, but only if in one of the following (or comparable) fields: accounting, business administration or general business, insurance, or legal studies

  • Accounting experience is preferred, but not required

  • Audit experience is preferred, but not required

  • At least one year in a customer service role and/or administrative role is required

  • Ability to multi-task in a fast-paced environment is required

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.


Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.


Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.


Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.


California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.


Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.


Welcome, your new opportunity awaits you.

Skills Required

  • At least one year of customer service and/or administrative experience
  • Ability to multitask in a fast-paced environment
  • Strong computer skills, including Microsoft Office and Excel
  • Ability to work independently after receiving instructions and guidance
  • Strong problem-solving capacity
  • Effective written and oral communication skills
  • Self-motivated and driven
  • Willingness and ability to work overtime, particularly from September through December
  • Associate degree or higher
  • Enrollment in an associate or higher degree program in accounting, business administration, general business, insurance, legal studies, or a comparable field
  • Accounting experience
  • Audit experience
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The Company
HQ: Grand Rapids, Michigan
3,983 Employees

What We Do

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 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 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. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital. Discover more at www.Acrisure.com.

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