Client Success Associate (Insurance & Fintech)

Acrisure; Santa Rosa (CA); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Plan with immediate vesting

Paid holidays and PTO

Job summary

Acrisure is seeking a detail-oriented Insurance Assistant to support client coverage needs on-site. You will handle proofs, respond to inquiries, and manage policy changes under supervision, ensuring accuracy in EPIC and adherence to regulatory standards.

Ideal candidates will have aProperty & Casualty license or plan to obtain one within 60 days, strong computer skills with Word, Outlook and Excel, and solid math abilities for premiums and discounts.

Qualifications

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.

Responsibilities

• Issue Proofs of Insurance (Certificate, Evidence, Auto ID).
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Request changes on behalf of the client.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Process audits, cancellations, and other client-related documents.
• Maintain accuracy of client data in agency management system (EPIC).
• Document all activities in agency management system (EPIC).
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

Skills

Property & Casualty License

Microsoft Word

Outlook

Excel

Mathematical calculations

Education

High School diploma

Tools

EPIC

Office software

Job description

Acrisure is seeking a detail-oriented Insurance Assistant to support client coverage needs on-site. You will handle proofs, respond to inquiries, and manage policy changes under supervision, ensuring accuracy in EPIC and adherence to regulatory standards.

Ideal candidates will have aProperty & Casualty license or plan to obtain one within 60 days, strong computer skills with Word, Outlook and Excel, and solid math abilities for premiums and discounts.