Business Account Assistant – Acrisure LLC (Tampa)

by | Nov 2, 2018 | Job Opportunities

(LassiterWare)

Desired: Microsoft Powerpoint Microsoft Office

Summary:

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 300 locations across the US and continue to grow every month. To fuel that growth we have another exciting opportunity as a Business Account Assistant at Lassiter Ware, an Acrisure Agency Partner.

LassiterWare was founded in 1912 and has remained privately held to ensure our dedication is centered on serving our clients first. Through constant innovation and the mindset of developing a partnership, our clients gain services that work for their needs. We do not just promise the best solutions and resources; we promise service that sees you as part of the LassiterWare family. This mindset has been a tradition that resonates deep within our organization from carriers, employees and extends to our clients. LassiterWare was voted the Best Agency to Work for in the Southeast Region by the Insurance Journal in 2017!

Essential Duties and Responsibilities:

  • Document and process incoming mail, endorsement requests and renewals as directed by BAM (Business Account Manager).
  • Processes certificates of insurance and evidence of property.
  • Reviews policies for accuracy, as directed by BAM.
  • Order MVR’S.
  • Transmit and receive E-mail with those companies with whom agency is on-line.
  • Receives client phone calls as back-up to BAM.
  • Maintains current, accurate information in the agency computer system, following agency systems and procedures.
  • May set up expired policies for filing.
  • May set up new client files as needed.
  • Administers accounts on behalf of BAM, as requested.
  • Assists with follow-ups for BAM including ordering loss runs.
  • Opens and distributes department’s mail and may in some offices be backup for receptionist.

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, required
  • Florida 4-40 license, required
  • Two years insurance agency experience, required

Technology Skills:

  • AMS 360 or similar agency management software experience, preferred
  • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

Other Qualifications:

  • 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.
  • Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
  • May maintain up to date technical manuals and understands how to perform technical tasks to expedite client service.

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 25lbs.

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.