Customer Service Representative; Wholesure

Customer Service Representative (Wholesure)

About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Job Summary: The Customer Service Representative is a member of the Customer Service team dedicated to a Wholesale providing service to clients located primarily in the northeast. This individual is responsible for providing excellent customer service while upholding the organization's SLA.

Client-Facing Expectations: Provide a positive experience to external customers in a fast-paced customer service environment. Manage requests via email, phone, and online chat features. Establish a strong working relationship with our external customers as well as internal colleagues to aid in a consistent and successful customer service experience.

• Pulls electronic mail daily and records in agency management system.
• Monitors agency management system for misapplied mail and activities.
• Assists with customer inquiries via phone, email, and online chat (50% phone handling expected).
• Assists Underwriting with Renewal Information Requests, processes applications, policies, endorsements, binders, certificates, loss runs, audit requests and other items related to the servicing of clients.
• Request routine policy adjustments as directed by Account Manager.
• Report claims to the carrier.
• Provides support to Producers including preparing presentations and proposals.
• Data entry in the agency management system.
• Policy processing including pulling policies from websites and attaching in the agency management system, checking policy for accuracy (comparing it to the proposal and agency management system) and handling corrections according to agency guidelines, transmitting policies electronically to client.
• Review Activity follow up list on a daily basis and take appropriate action.
• Consistently establishes and maintains high levels of trust and confidence with Account Service team by promptly responding and resolving services requests and issues.
• Other duties may be assigned.

Pay Details: Hourly: $21 - $27

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.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

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.