Administrative Assistant - Personal Lines (Southwest Platform)

Job Description

Job Title: Administrative Assistant

• Personal Lines

Agency/Platform: Southwest Platform

Location: Los Alamitos, CA

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:

To assist the agency in growing the Personal Lines book of business by maximizing the Acrisure processes and applying your knowledge daily. To focus on providing world-class customer service to our "internal" as well as external customers and watching for opportunities to round out accounts as well as supporting producers and CSR's/CSA's.

Responsibilities:

Basic Administrative Duties include:

• Mortgagee/loss payee letters

• Auto ID request (Existing clients only needing copies)

• Cancellation Calls (outgoing calls on pending non pay notices)

• Expiration/renewal list

• Move policies

• Payment calls

• Backup reception desk (including breaks, lunch and unscheduled absences)

• Photo distribution

• Daily outgoing mail

• Distribution of DOW weekly rate requests and monthly rate confirmations

• Sales stats

• Maintenance of "How to" and "Training Tools" binders

• Month End reports

Non-Download Data Entry Duties include:

Data entry for all non-downloaded policies

• Renewals/Endorsements/New Business

Cancellation Duties include:

• All agency downloads + manually assign

• Pull all NOC's from Carrier websites

• File for 5 days prior to X-date-file by date in paper port

• Mercury Download report

• Run and distribute accordingly

• Today's Cancellations

• Check for paid/reinstated. If not, distribute between assistants to call (see basic duties above)

• Suspense/logging lost business 60 days out

• Weekly Cancellation

Report Accounting Duties include:

• Pull, sort and process all commission statements

• Assign accounting policies

• Accounting deposits

• Small miscellaneous accounting projects

Technology Duties include:

• Carrier login maintenance

• Download policy maintenance

• Small IT assistance

Pay Details:

Annual Salary: $39,000 - $41,000

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

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.