Service Team CSR Representative
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services. The Service Team CSR Representative will deliver exceptional service to Broker partners by supporting them across various tasks, ensuring high productivity and technical accuracy.
Responsibilities
- Respond to broker inquiries via phone, email, and occasionally in person
- Complete underwriting tasks for all carriers
- Review and process enrollment documentation
- Perform accurate and timely data entry
- Maintain a high level of precision and attention to detail
- Provide support to brokers through phone, email, chat, and in-person communication
- Assist with quoting for new and renewing business
- Offer both pre-sale and post-sale support
- Help facilitate the claims process
- Assist in resolving billing issues
- Manage personal work queue, email inbox, shared queues, and follow-up tasks
- Take on additional responsibilities as needed
Skills
- Strong verbal and written communication skills
- Proficiency with Microsoft Office (Word, Excel, and PowerPoint)
- Ability to meet productivity standards while performing essential job duties, consistent with ADA, FMLA, and applicable laws
- Maintain regular and punctual attendance in line with company policy and federal/state standards
- Must be able to speak clearly, listen actively, and communicate effectively both verbally and in writing
- Ability to remain in a stationary position (sitting or standing) for approximately 75% of the workday
- Occasionally move about the office to access files, office equipment, etc
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- A complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Company Overview