What are the responsibilities and job description for the Operations Associate position at Founders Professional?
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:
Under the direction of the manager and lead, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for M.J. Hall’s sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license.
Immediate Supervisor: Manager
This role is responsible to the Clerical Lead, Manager, Broker’s Assistants and Lead Broker(s)
Essential Duties and Responsibilities:
Take direction from and assist designated Broker’s Assistant(s) and Lead Broker(s) in all aspects
Log in quote submissions
Set up policies for typing
Perform all tasks related to premium finance
Compile all required documentation for the Policy Issuance Department for binding authority business
Order inspections
Responsible for daily mail (incoming and outgoing)
Perform related duties as assigned
Processing new, ongoing, or closed claims
THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER, THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME.
Education and/or Experience:
Preferred: Two or more years of college and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU
Basic knowledge of ISO Commercial General Liability form, preferred
Basic knowledge of differences in property forms between Basic, Broad and Special, preferred
Basic knowledge of Property/Casualty insurance industry, preferred
Technology Skills
Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)
Previous knowledge of Microsoft Teams and Agency Management Systems
Knowledge of TIF documents
Other Qualifications
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
Self-motivated and driven
Fast but accurate worker with a high attention to detail
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off and 401k plan
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.