Offer summary

Qualifications:

Two to five years of experience with MS Office, particularly advanced Excel skills., At least two years of experience working in a sales department., Training or experience in computer applications is required., Relevant certifications and prior CRM software experience are preferred..

Key responsabilities:

Provide clerical support to the sales department and maintain documents and records.

Prepare and pull information for sales renewals and prospects, including premium calculations and summaries.

Update the CRM system and ensure all items are checked off on the fast track sheet.

Function in accordance with established standards, procedures, and applicable laws.

Job description

Job Title: Sales Assistant

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.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Provide clerical support to the sales department

2. Type accurately, prepare and maintain documents and records

3. Pull information for sales renewals which includes: Mod, Named Insured, Payroll, Preparing Premium Calculations and Profitability, Renewal codes to Underwriting and Business Development, Starting renewal folder

4. Prepare summaries of historical loss information

5. Putting together information for prospects which includes: Starting the prospect folder, Save information in shared system, Prepare summary, Prepare premium calculation/profitability, insure all items are checked off on “fast track sheet”.

6. Updating CRM System

7. Scanning and filing

8. Send rates to appropriate/designated staff members

9. Function in accordance with established standards, procedures and applicable laws

Competencies

1. Ethical Conduct.

2. Time Management.

3. Organization Skills.

4. Project Management.

5. Personal Effectiveness/Credibility.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Work Environment/Expected Hours of Work

1. Team Environment

2. Verbal Contact with Others

3. Standard Work Hours: Mon-Fri, 8:30a-5p (37.5 Hours per week), additional hours may be worked based on business needs.

Required Education and Experience

1. Two to five years of strong MS office, must be advanced in excel

2. Two years of working with sales department.

3. Training or experience in computer applications.

Preferred Education and Experience

1. Relevant certifications.

2. Prior CRM Software Experience

3. Prior work in Insurance, PEO, and/or Worker’s Compensation is a plus

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity Employer, M/F/D/V

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 www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

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