Job Title: Account Coordinator

Department: Personal Lines

Location: New Jersey Platform

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.

Job Summary: 

Our Account Coordinators are responsible for supporting 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 and ensure accuracy

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 clientinquiries, incoming mail, and company request needs on a timely basis

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

Handle vehicles change requests from insureds and dealers

Handle on-line endorsement/ application processing

Adhere to EPIC system agency business processes and workflows

Perform other responsibilities and assignments to meet business needs

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 communicate, both verbally and in writing, including the ability to actively listen

Must be able to problem-solve to help address issues or appropriately 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

Benefits & Perks:

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option           

Opportunities for Growth

Parental Leave

Generous time away

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com  or learn more here.

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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.