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Acrisure LLC CSR (Falcon Insurance Agency ) in Dallas, Texas

Falcon Insurance Agency-Dallas, an Acrisure partner, is one of the country?s largest aviation insurance agencies. We are excited to add to our team a full-time Customer Service Representative position with opportunity for growth.

Essential Duties and Responsibilities:

  • Utilize Microsoft Word, Outlook, Excel and complete in-house training on agency management software (EPIC)

  • Assist producers and clients in acquiring applications, quotes, policies, etc.

  • Responsible for accurate input of client information in EPIC

  • Assist clients with invoicing/billing and policy inquiries

  • Assist with in-coming calls

  • Professional communications (written and verbal) with clients and co-workers

  • Interact with insurance underwriters regarding policy processing

Competencies:

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:

  • Two years' office experience or Associates Degree, required

  • Current Texas P&C insurance license or willing to obtain, required

  • One year insurance or aviation experience, preferred

Technology Skills:

  • Strong PC skills including Microsoft Office, Excel, Outlook, and Word, required

Other Qualifications:

  • High attention to detail and organization skills

  • Ability to multi-task in a fast paced environment

  • Strong problem solving skills

  • Ability to work independently and as a team

  • Strong verbal and written communication skills

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.

  • Data entry / Typing documents and forms

  • Occasionally lift up to 20 lbs

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