Account Service Associate (Gulfshore Insurance)

Here at Gulfshore Insurance, we believe a team that loves what they do, does it better! We are committed to creating a culture of individuals who are passionate and dedicated to their work and our clients. We cultivate a great work environment where our associates can excel. With that strong team basis, our commercial, employee benefits, and personal insurance services exist to protect and better the lives of our friends and neighbors.

Gulfshore Insurance, an Acrisure agency partner, has a current need for a full-time Commercial Lines Account Service Associate. This individual will assist the Commercial Lines service staff and Client Advisors (as necessary) in servicing new and existing accounts, with a positive attitude, as stated by agency guidelines and procedures.  A Commercial Lines ASA is committed to delivering a consistently impeccable experience.

Essential Duties and Responsibilities:

• Renewal Preparation

• Produce pre-renewal and renewal schedules at the request of the Account Manager/Executive
• Request loss runs
• Create premium loss summary, where applicable
• Research and prepare premium finance agreement for Account Manager/Executive’s review.  Activate premium finance agreement and perform follow-up
• Obtain MVR’s, as required
• Proof of Coverage
• Provide proof of insurance to clients and/or mortgagees via ID cards, certificates of insurance, or evidence of insurance after verifying coverage to avoid issues involving potential E&O’s.  Handle requests timely and accurately in accordance with agency procedures and service standards
• Process Policies
• Accurate and timely processing of endorsements, audits, cancellations, and reinstatements. Prepare audit letter, and, if agency bill, request check to include with the letter.  Ensure accuracy of new or existing data.  Assemble binder books.  Process in compliance with Company and agency guidelines and service standards
• Process CNR’s
• Process notices of cancel or reinstatement for insureds and certificate holders in accordance with Company and agency guidelines and service standards.  Forward LPR’s promptly to the Company and follow up for confirmation.  Memo late payment notices, follow up for payment as necessary, and send no coverage letters upon final notice
• Specialized Coverages
• Quote and issue flood, wind and builders risk policies.  Handle requests timely and accurately in accordance with agency procedures and service standards.
• Receive, review and input coverage relating to endorsements and underwriting information on new flood, wind and builders risk policies in agency management system in accordance with agency procedures and service standards.  Ensure accuracy of new or existing data.  Notify Account Manager/Executive of any errors or deviations to avoid potential E&O’s

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

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:

• High School Diploma or the recognized equivalent in education and experience, required
• Minimum of 2 years’ experience in commercial processing desirable
• 440 insurance license required within 180 days of being in this position 
• Basic understanding of commercial lines coverage

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Ability to read, understand, and interpret policy change requests and communicate the request clearly to the company
• Ability to accurately copy data from one source to another
• Effective communication skills (oral, written and telephone), strong organizational skills, attention to detail, ability to respond to requests effectively and efficiently.
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

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
• Workstations are cubicles with moderately high sides
• The noise level in the work environment is usually moderate

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.

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.

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