Operations Associate
Acrisure10 months ago
Stockton, CA, United States
On-site
Full-time
Junior Level (1-3 years)
Job Description
Position Overview
Acrisure is a global Fintech leader that combines high tech with human expertise to offer multiple financial products and services to millions of businesses and individuals. With over 17,000 entrepreneurial colleagues across 21 countries and rapid revenue growth from $38 million to $4.3 billion in just over ten years, our culture is rooted in innovation, client centricity, and an indomitable will to win.
Under the direction of the Administrative Supervisor, assigned Lead Broker(s), and other supervisors, you will perform a variety of responsible administrative duties related to holding a property and casualty license and assisting with the placement of insurance policies.Compensation: $16 - $25 per hour.
Key Responsibilities
- Take direction from and assist designated Brokers Assistant and Lead Broker(s) in all aspects.
- Log in quote submissions.
- Set up policies for typing.
- Perform all tasks related to premium finance.
- Compile all required documentation for the Policy Issuance Department for binding authority business.
- Compile required documentation for SLA filings on individual risks.
- Order inspections.
- Manage daily mail (incoming and outgoing).
- Process new, ongoing, or closed claims.
- Run reports including, but not limited to, loss runs or riskmeter reports.
Required Qualifications
- Must hold a valid property and casualty license.
- Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook) and familiarity with Microsoft Teams and Agency Management Systems.
- Knowledge of TIF document handling.
- Ability to work independently while collaborating effectively with team members.
- Demonstrated teamwork, high motivation, positive behavior, and commitment to achieving goals.
Preferred Qualifications
- Two or more years of college and completion of select insurance courses (e.g., INS21, CIC or CISR, AU or CPCU).
Benefits & Perks
- Medical
- Prescription
- Dental
- Vision
- Paid Time Off
- 401k plan
Required Skills
Premium Finance Handling
Documentation Management
Time Management
Effective Communication
Insurance Administration
Policy Processing
Microsoft Teams
Attention to Detail
Multi-tasking
Microsoft Office 365