Acrisure is the fastest growing insurance brokerage firm in the
U.S. with nearly 500 Agency Partner locations globally. We are a
committed network of entrepreneurs dedicated to providing specialty
insurance programs, risk management services and unique products
for an ever-growing market. Our team is comprised of innovative,
talented individuals who are the driving force of the success we
have experienced and continue to achieve in this fast-paced
We are currently looking to add our team an Insurance
Certificate Phone Receptionist at Dillon Risk Management, an
Acrisure Agency Partner. We are looking for someone that has
excellent communication skills, takes pride in their work,
committed to providing quality customer service to our customers, a
team player with a friendly and positive attitude.
Essential Duties and Responsibilities:
+ Process certificates and additional insured forms.
+ Assist account managers in administrative support including
but not limited to checking policies, downloading policy forms;
ordering motor vehicle reports; and any other miscellaneous tasks
+ Answer telephone calls in a professional and timely manner.
This can involve taking messages or directing calls to appropriate
personnel, and directly answering general questions from clients,
customers, and others; meet & greet visitors.
+ Distribute daily internal/external mail and overnight
+ Perform general clerical duties including but not limited to
filing, photocopying, scanning and mailing, ordering office
supplies; and any other miscellaneous tasks as assigned.
+ Maintain the office reception area and conference rooms along
with the equipment, and replenish office supplies.
+ Handles additional projects as directed.
This description is not meant to be all-inclusive and may be
modified from time to time at the discretion of management.
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
Education and/or Experience:
+ High School Diploma or the recognized equivalent is
+ Minimum one year experience in the Commercial insurance
industry or similar role, required.
+ State of California P&C Insurance License, required or
willing to obtain within 90 days of hire.
+ Possess strong administrative and computing skills, including
Microsoft Office (Word, Excel and Power Point)
+ Possess the ability to type 45wpm
+ Applied Epic Agency Management experience preferred but not
+ Able to work independently and enjoy a high degree of
interaction with team members
+ Self-motivated and driven
+ Demonstrate effective written and verbal communication,
including the ability actively listen, and problem solve with
+ Demonstrates excellent time management and prioritization
+ Attention to detail and commitment to a high level of
+ The ability to multi task, prioritize, work independently, and
use discretion surrounding sensitive information
+ Ability to maintain a professional demeanor and positive
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
+ 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
+ The noise level in the work environment is usually