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Now Hiring - Customer Service Agent (Mills Insurance Services) in Palm Desert, CA

Customer Service Agent (Mills Insurance Services) in Palm Desert, CA

Acrisure, LLC
Base Salary $39K - $49K
Qualifications Years In Sales
Industry: Insurance
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Insurance Agencies & Brokerages
To Whom Insurance
Location: Palm Desert, CA
3.9
Job Description
Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.
Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Since 1935, Mills Insurance Services has provided the best insurance agency plans at the best prices, operating out of Southern California. Mills uses a computerized comparative rating system powered by the latest technology to gather the best auto, business, health, home, and life insurance rates.
Mills Insurance Services, an Acrisure agency partner, has a current need for a full-time Customer Service Agent. This individual will be expected to assist the agency in growing the Personal Lines book of business by maximizing the MIS processes, applying your knowledge daily. This individual will need to focus on providing world class customer service while being sales minded. Additionally, they will be expected to watch for opportunities in the current book to round out accounts, as well as supporting procedures.
Essential Duties and Responsibilities:
  • Computer documentation of every service telephone call
  • Transactionally file designated mail, and process incoming mail daily
  • Determine reasons for cancellations, act to save accounts
  • Stay current and understand company underwriting guidelines and rules for all carriers
  • Participate in providing new business quotations to sales calls (overflow)
  • Provide weekly new business production reports
  • Prepare summaries of insurance, schedules, and proposals as needed for account review
  • Perform renewal activities as necessary
  • Verifying policy and policy change information
  • Actively solicit increases in coverage or rounding out accounts through sales to clients at every service contact
  • Assist “walk-in” personal clients in the appropriate manner
  • Provide aid on insurance claims where there are communication problems or misunderstandings between the carrier/adjuster and our policyholder
  • Anticipate future needs, and call on established clients to renew and upgrade accounts
  • Develop long-term business relationships with clients and underwriters
  • Accept and review new business applications from agents and “sign off” in agent’s presence
  • Working together as a team to support the Sales Department to allow for maximum opportunity of revenue generation
  • Maintain a positive attitude providing a pleasant place to work and increased productivity
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 Experience:
  • Associate degree or equivalent from two-year college or technical school, or six months to one-year related experience and/or training
  • Ability to write simple correspondence
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
  • Have knowledge of Applied EPIC (Agency Management System), Microsoft Word, and Outlook
  • Must be able to use and understand FSC rater
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent
  • Maintain a valid Fire and Casualty license or Personal Lines Broker/Agent license issued by the state of California, Department of Insurance with the assistance of MIS
Other Qualifications:
  • Able to produce significant output with minimal wasted effort
  • Does not cut corners unethically, earns trust and maintains confidences
  • Plans, organizes, and schedules in a productive manner
  • Moves quickly and takes a forceful stand without being abrasive
  • Lives up to verbal and written agreements
  • Demonstrates tenacity and willingness to go the distance to get something done
  • Acts without being told what to do, and brings new ideas to the company
  • Adjusts quickly to changing priorities and conditions
  • Maintains stable performance when under heavy pressure or stress
  • Exhibits passion and excitement over work, has a can-do attitude
  • Possesses a strong willingness to work hard and sometimes long hours to get the job done
  • Often solicits feedback and reacts calmly to criticism or negative feedback
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 equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, 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.
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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.

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.
Acrisure, LLC
Company Size
5001 to 10000 Employees
Founded
2005
They Sell
Insurance Agencies & Brokerages
To Whom
Insurance
Revenue
$1 to $5 billion (USD)


Acrisure, LLC is currently hiring for 4 sales positions
Acrisure, LLC has openings in: FL, CA, & IL
The average salary at Acrisure, LLC is:

4 Yes (amount not posted)

Acrisure, LLC
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Acrisure, LLC

Acrisure, LLC is currently hiring for 4 sales positions
Acrisure, LLC has openings in: FL, CA, & IL
The average salary at Acrisure, LLC is:

4 Yes (amount not posted)