Commercial Insurance Processor

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:

The position of Commercial Lines (CL) Account Processing Manager will be responsible for overseeing and managing administrative Commercial Lines processes related to EPIC and servicing the commercial book of business.  This person will report to the Commercial Lines and work closely with Commercial Lines Team Lead.

Responsibilities:

• Process all endorsements

• Review and process renewal policies as direct by AM

• Complete audit requests

• Maintain and update driver lists on all auto policies at renewal

• Pull certificate holder reports and send to the insured prior to renewal

• Process certificate renewals, and other easy certificates with no contracts or specs to be read

• Review expiration lists (x list and my expiring policies) 120 days prior to expiration month and send to CL Account Managers

• Review missed expirations report at the end of each month and forward to CL Account Managers to follow up and report back they have been renewed/updated accordingly in EPIC

• Monitor procedures are being followed with authority

• Review all incoming mail for remote employees and determine what needs to be scanned to them

• Process claims mail

• Enter claims information into Epic

• Will follow all Agency and Commercial Lines Department policies, workflows, and procedures

• Will document EPIC at the time of communication with client and/or carrier (email, phone, fax, etc. Will document EPIC as trained to

• Work in a paperless work environment and hands free (headset) - “think, talk, type”

• Maintain daily activities  for all CL CSR.

• Understand technical insurance and industry knowledge as well maintain knowledge on updated coverages, endorsements, forms, carrier appetites, etc.

• Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements

• Duties are completed independently or within a team environment

• Learn, understand, and maintain all systems, tools, and resources of the agency

• Perform other duties as required

• Complete and follow monthly Performance Objectives in Paylocity

Competencies:

• Integrity —be honest and ethical in your behaviors and actions internally and externally

• Trustworthy – This position requires confidentiality; communicating what is necessary to whom and at what time

• Dependability —Being reliable, responsible, and dependable, and fulfilling obligations in a timely manner

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.
 

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.