[Remote] Service Team CSR Representative

Note: The job is a remote job and is open to candidates in USA. Acrisure is a global Fintech leader that offers a variety of financial products and services. They are seeking a Service Team CSR Representative to deliver exceptional service to Broker partners by supporting them across various tasks, ensuring high productivity and technical accuracy.

Responsibilities

• Respond to broker inquiries via phone, email, and occasionally in person
• Complete underwriting tasks for all carriers
• Review and process enrollment documentation
• Perform accurate and timely data entry
• Maintain a high level of precision and attention to detail
• Provide support to brokers through phone, email, chat, and in-person communication
• Assist with quoting for new and renewing business
• Offer both pre-sale and post-sale support
• Help facilitate the claims process
• Assist in resolving billing issues
• Manage personal work queue, email inbox, shared queues, and follow-up tasks
• Take on additional responsibilities as needed

Skills

• Strong verbal and written communication skills
• Proficiency with Microsoft Office (Word, Excel, and PowerPoint)
• Ability to meet productivity standards while performing essential job duties, consistent with ADA, FMLA, and applicable laws
• Maintain regular and punctual attendance in line with company policy and federal/state standards
• Must be able to speak clearly, listen actively, and communicate effectively both verbally and in writing
• Ability to remain in a stationary position (sitting or standing) for approximately 75% of the workday
• Occasionally move about the office to access files, office equipment, etc

Company Overview