Account Coordinator

Department: Insurance Operations - Personal Lines

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.

About The Role:

Reporting to the Team Lead, this position is responsible to support Account Managers to meet client needs with general focus on transactional tasks through following processes and workflows.

Responsibilities:

• Issue certificates / evidence of insurance, ID cards, binders (where appropriate) and MVRs if applicable.

• Input and update policy information in EPIC

• Send applications / submissions to carriers at account managers direction.

• Assist account managers in preparing proposals, loss summaries, schedules of insurance and other relevant spreadsheets/reports.

• Follow up with underwriters for policies, endorsements and change requests.

• Respond to client inquiries, incoming mail, and company request needs on a timely basis.

• Scan and/ or attach all e-mails, applications, certificate/Evidence requests, faxes and other correspondence received in EPIC and ensure accuracy of client data.

• Handle vehicles change requests from insureds and dealers.

• Prepare cover letters for routine endorsements.

• Handle on-line endorsement/ application processing

• Handle audit processing and sending to insureds.

• Adhere to EPIC system agency business processes and workflows

• Complete other functions and assignments as needed, including back-up duties

• Perform other responsibilities and assignments to meet business needs

• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements:

• Strong organizational and time management skills along with a demonstrated attention to detail

• Successfully works independently and collaboratively, depending upon the specific needs of the tasks

• Ability to work in fast paced environment, prioritize multiple tasks, and meet deadlines

• Professionally and effectively communicates, both verbally and in writing, including the ability to actively listen

• Must be able to problem-solve to help address issues or refer them to others for assistance

• Enjoys a high degree of interaction with team members, and consistently demonstrates high motivation, positive behavior, sense of urgency, and works to achieve goals and objectives

• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect

• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive, MS Teams, SharePoint)

• Proficient computer skills with agency management software systems preferred

Education/Experience:

• High School Degree/Diploma or higher is desired

• Insurance experience is desired.

• Prior office experience within the insurance industry is preferred

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.