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Acrisure · 1 day ago

Associate I - Licensing

Grand Rapids Metro

Full-time

Onsite

Entry Level

1+ years exp

Acrisure is a global fintech leader that empowers businesses and individuals with innovative solutions. The Associate I - Licensing role involves maintaining regulatory documents, supporting agency partners with licensing requirements, and providing administrative assistance to ensure team success.

Financial ServicesInsuranceInsurTech

Responsibilities

Initiates, organizes, tracks, and maintains insurance licensing information and continuing education documentation with agency partners

Provides agency partners with hands-on, one-on-one guidance and assistance in meeting licensing and continuing education requirements

Maintains confidences and protects operations by maintaining a high degree of confidentiality with all sensitive information and assigned tasks

Manages the affiliation of all individual licensees to Acrisure’s agency licenses, both as part of our mergers and acquisition (“M&A”) process and our daily operations

Provides overall agent and carrier support and assistance through written and oral communications

Maintains day-to-day regulatory documents in an organized and timely fashion at the direction of the team

Maintains current knowledge of team responsibilities and is cognizant of the team’s function by supporting the success of the team through effective and accurate administrative assistance

Resolves limited and non-routine problems as required; and

Maintains a broad awareness of the roles of the immediate team members and work function

Qualification

Microsoft ExcelCustomer serviceAdministrative skillsProblem-solvingMulti-taskingEffective communicationSelf-motivated

Required

Must possess strong computing skills, including Microsoft Office and, specifically, Excel

Must be able to work independently after given instructions and guidance and enjoy a high degree of interaction with team members

Must have a high level of problem-solving capacity

Must be self-motivated and driven

Must communicate effectively – both in writing and orally

Must be willing and able to work overtime, particularly between September and December

At least one year in a customer service role and/or administrative role is required

Ability to multi-task in a fast-paced environment is required

Preferred

Associates degree or higher is preferred, but equitable work experience will be accepted

Enrollment in a degree program in pursuit of an Associates degree (or higher) will be considered, but only if in one of the following (or comparable) fields: accounting, business administration or general business, insurance, or legal studies

Insurance licensing experience or accounting experience is preferred, but not required