Remote Insurance Retention Specialist (Southeast Platform)

Job Title: Retention Specialist

Agency/Platform: Southeast Platform

Location: Remote

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 Retention Specialist is responsible for reviewing policies and rewriting them as needed, tracking premium increases, and determining if they can be lowered, and rounding out accounts for Personal Lines. Additionally, the Retention Specialist will aid clients with service needs and make changes to existing accounts as required. The role requires meeting retention targets, service delivery standards, and performing essential functions to the quality and service standards developed by the agency.

Responsibilities:

Retention:

• Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities.

• Renews policies following agency standards. Verifies each renewal's accuracy; ensures that all renewals are produced.

• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

• Maintains and updates electronic and client activity files.

• Verifies policy and policy change information, facilitating corrections when necessary.

• Processes incoming mail requests, responding promptly and appropriately.

• Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.

• Uses agency credit and collection policy in invoicing and pursuing prompt payments, requests cancellations from the carrier according to agency standards.

• Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

• Reviews walk-in payments and verifies acceptability; processes as appropriate, providing receipts to payers or directing the receptionist to do so.

Marketing:

• Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.

• Refers current and prospective clients to Life/Benefits Department and to Commercial Lines for solicitation of those lines of business.

• Assists or completes other tasks as directed by agency management.

Personal and Organizational Development:

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.

• Keeps informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance.

• Interacts with other effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

• Updates the agency management system with appropriate notes and suspense as needed, so that other staff members can follow behind.

• Check suspense on a daily basis to stay up to date on items in process.

Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change.

Education/Training (or equivalent):

• H.S. Degree / GED

• Property & Casualty Insurance License

• Two-Year Degree Preferred

Experience/Knowledge:

• Must have a minimum of two years' experience in Personal Lines Insurance.

• Bilingual (English/Spanish) preferred.

Special Technical Knowledge:

• Must meet retention targets as assigned.

• Must meet cross sale targets as assigned.

• Must have 220 license, 2044 Personal Lines Agent License or 4-40 to work in one of our offic. To work remotely, a 220 license is required.

• Full knowledge of insurance products and usage.

• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists.

• Ability to carry out complex tasks with concrete and abstract variables.

• Excellent computer skills needed and must understand functionality.

Competencies:

• Functional Technical Skills- has functional and technical ability to do job at high level of accomplishment.

• Informing- provides information so that decisions can be made on a timely basis with accuracy.

• Time Management- uses time effectively and efficiently, concentrates efforts on more important priorities.

• Quantity of Output-amount of work is expected to meet goals on regular basis.

• Quality of Work Output-is with few errors with little rework.

Special Skills and/or Abilities:

• Ability to understand written and oral communication and interpret abstract information.

• Must be a team player and customer service oriented.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away

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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.