Acrisure LLC Commercial Lines Customer Service Representative (Frank Siddons Insurance Agency) in Ft. Worth, Texas
Frank Siddons Insurance Agency Fort Worth, Inc., an Acrisure agency partner, is currently looking to add to our team a Commercial Lines CSR.
Frank Siddons Insurance Agency Fort Worth, Inc., was founded in 1999 by Steve Siddons after spinning off from Frank Siddons Insurance Agency Austin that was founded in 1948 by Frank Siddons. For 72 years, the Siddons Insurance Agencies have been family-owned and operated firms providing insurance for commercial clients, primarily in street and road, and utility construction. We take pride in serving our friends and neighbors with more insurance choices than any other Texas based agency.
This position does require ?in office? work.
Essential Duties and Responsibilities:
Take full accountability for the assigned book of business with assistance and support from Processing team
Exercise judgment and discretion in important matters related to the proper coverage for the client
Proactive management of renewal process
Coordinate with Producer and client to obtain information and market account to various carriers as needed
Prepare proposals and account summaries as needed for the Producer
Identify opportunities to write new business
Meet with clients as needed
Receive and responds to all calls, faxes, emails and mail in a timely manner
Maintain all client activity in the agency system
Provide technical support to Producer; specifically, in analyzing client needs, coverage forms and quotations.
Identify exposure to loss and recommend appropriate coverages in coordination with Producer.
Organize and prioritize workflow. Order and issue binders, certificates, policies, endorsements and other related items; verify accuracy and forward to client with appropriate correspondence.
Review client contracts for insurance requirements. Compare to policy to ensure contract complies. Prepares summaries of insurance, schedules and proposals as needed for account review.
Request renewal quotes from insurance carrier, creates renewal proposals and handles other renewal activities
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:
Associates in Business, Administration, Accounting or equivalent, preferred
10+ years? Commercial Insurance experience, required
P & C License, required
Construction experience in commercial lines insurance, required
Strong PC skills including Microsoft Office, Outlook, Excel, and PowerPoint, required
Agency Management System (AMS 360) experience, strongly preferred
High attention to detail and organization skills
Excellent communication skills
Ability to multi-task in a fast paced environment
Strong problem solving skills
Ability to interact with diverse personalities
Strong verbal and written communication skills
Understanding of agency workflows for renewals and submissions
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.
Moderate stress due to regular deadlines and daily challenges.
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a temperature-controlled, non-smoking office.
Work stations are private offices.
The noise level in the work environment is usually low.
This position requires in office and NOT remote
Annual salary commensurate with experience and designations are encouraged.
Health insurance, Dental, Vision
Enrollment in 401K with matching contribution
Long term disability
Paid vacation, holidays, sick and personal time
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.