Insurance Accounts Specialist - Client Services

Socket.dev; Costa Mesa (CA); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Job summary

Acrisure is seeking an Insurance Operations Associate to support client coverage actions and maintain accurate records in EPIC. You will handle proofs of insurance, respond to client inquiries, and process policy changes under supervision.

Ideal candidates have a Property & Casualty license (or within 60 days), strong MS Word/Outlook/Excel skills, and solid math abilities for premiums and commissions. This role requires on-site presence to collaborate with teams.

Qualifications

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• Computer skills: 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.
• Complete other functions and assignments as assigned.

Skills

Customer service

Communication

Education

High School diploma

Tools

EPIC

Microsoft Excel

Job description

Acrisure is seeking an Insurance Operations Associate to support client coverage actions and maintain accurate records in EPIC. You will handle proofs of insurance, respond to client inquiries, and process policy changes under supervision.

Ideal candidates have a Property & Casualty license (or within 60 days), strong MS Word/Outlook/Excel skills, and solid math abilities for premiums and commissions. This role requires on-site presence to collaborate with teams.